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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 | $91,978 | $78,690+16.9% | $161,489-43.0% | $87,485+5.1% |
| Participation rate | 53.3% | 67.5%-14.1pp | 78.7%-25.4pp | 68.9%-15.6pp |
| Annual return | 5.92% | 32.74%-26.8pp | 89.72%-83.8pp | 26.06%-20.1pp |
| Employer contribution / active EE | $1,987 | $2,588-23.2% | $4,268-53.5% | $2,596-23.5% |
| Participant deferral / active EE | $2,921 | $3,311-11.8% | $5,630-48.1% | $4,274-31.7% |
| Admin fee / account holder | $6,047 | $6,724-10.1% | $16,006-62.2% | $7,775-22.2% |