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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 | $87,836 | $88,672-0.9% | $105,223-16.5% | $82,448+6.5% |
| Participation rate | 59.3% | 67.9%-8.7pp | 75.0%-15.8pp | 68.1%-8.8pp |
| Annual return | 11.11% | 30.86%-19.7pp | 180.65%-169.5pp | 41.64%-30.5pp |
| Employer contribution / active EE | $1,477 | $3,048-51.5% | $3,689-60.0% | $2,551-42.1% |
| Participant deferral / active EE | $3,978 | $4,036-1.4% | $5,072-21.6% | $4,139-3.9% |
| Admin fee / account holder | $13,183 | $7,146+84.5% | $8,859+48.8% | $7,234+82.2% |