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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 | $79,081 | $78,423+0.8% | $95,964-17.6% | $79,856-1.0% |
| Participation rate | 64.1% | 73.5%-9.4pp | 77.1%-13.0pp | 69.6%-5.5pp |
| Annual return | 9.51% | 19.37%-9.9pp | 91.64%-82.1pp | 31.71%-22.2pp |
| Employer contribution / active EE | $1,078 | $1,945-44.6% | $2,541-57.6% | $2,471-56.4% |
| Participant deferral / active EE | $2,515 | $3,440-26.9% | $4,167-39.6% | $3,741-32.8% |
| Admin fee / account holder | $1,555 | $5,622-72.3% | $6,797-77.1% | $5,306-70.7% |