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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 | $61,290 | $57,073+7.4% | $85,126-28.0% | $80,925-24.3% |
| Participation rate | 57.1% | 56.4%+0.7pp | 67.5%-10.4pp | 67.7%-10.5pp |
| Annual return | 8.71% | 21.69%-13.0pp | 66.63%-57.9pp | 35.65%-26.9pp |
| Employer contribution / active EE | $2,393 | $1,801+32.9% | $2,731-12.4% | $2,756-13.2% |
| Participant deferral / active EE | $4,520 | $3,113+45.2% | $4,523-0.1% | $4,299+5.2% |
| Admin fee / account holder | $24,832 | $4,988+397.9% | $6,160+303.1% | $6,940+257.8% |