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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 | $82,936 | $83,485-0.7% | $125,192-33.8% | $72,975+13.6% |
| Participation rate | 66.7% | 73.3%-6.6pp | 79.8%-13.1pp | 69.5%-2.8pp |
| Annual return | 4.72% | 25.77%-21.1pp | 43.79%-39.1pp | 81.01%-76.3pp |
| Employer contribution / active EE | $2,504 | $2,346+6.7% | $3,866-35.2% | $2,440+2.6% |
| Participant deferral / active EE | $4,168 | $3,586+16.2% | $4,937-15.6% | $3,608+15.5% |
| Admin fee / account holder | $30,680 | $5,518+456.0% | $9,704+216.2% | $5,124+498.8% |