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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 | $88,083 | $91,559-3.8% | $133,959-34.2% | $79,858+10.3% |
| Participation rate | 60.9% | 73.3%-12.5pp | 79.8%-19.0pp | 69.6%-8.8pp |
| Annual return | 3.50% | 61.85%-58.3pp | 45.09%-41.6pp | 31.72%-28.2pp |
| Employer contribution / active EE | $1,222 | $2,384-48.7% | $3,919-68.8% | $2,471-50.5% |
| Participant deferral / active EE | $3,290 | $3,734-11.9% | $5,047-34.8% | $3,740-12.0% |
| Admin fee / account holder | $5,499 | $6,321-13.0% | $8,928-38.4% | $5,306+3.6% |