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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,677 | $73,978-4.5% | $96,515-26.8% | $75,173-6.0% |
| Participation rate | 48.0% | 66.4%-18.4pp | 74.3%-26.3pp | 67.2%-19.2pp |
| Annual return | 10.54% | 26.72%-16.2pp | 35.73%-25.2pp | 160.72%-150.2pp |
| Employer contribution / active EE | $2,541 | $2,931-13.3% | $3,740-32.0% | $2,671-4.9% |
| Participant deferral / active EE | $4,502 | $3,660+23.0% | $4,880-7.7% | $4,126+9.1% |
| Admin fee / account holder | $27,402 | $5,219+425.1% | $6,735+306.8% | $5,651+384.9% |