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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 | $78,874 | $89,259-11.6% | $107,187-26.4% | $82,637-4.6% |
| Participation rate | 69.4% | 67.9%+1.5pp | 75.0%-5.6pp | 68.1%+1.4pp |
| Annual return | 12.02% | 21.02%-9.0pp | 204.55%-192.5pp | 53.51%-41.5pp |
| Employer contribution / active EE | $1,533 | $3,080-50.2% | $3,782-59.5% | $2,552-39.9% |
| Participant deferral / active EE | $2,384 | $4,037-40.9% | $5,096-53.2% | $4,126-42.2% |
| Admin fee / account holder | $21,211 | $7,381+187.4% | $9,162+131.5% | $7,339+189.0% |