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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 | $72,615 | $81,331-10.7% | $155,534-53.3% | $80,935-10.3% |
| Participation rate | 68.8% | 66.3%+2.5pp | 78.2%-9.5pp | 67.7%+1.1pp |
| Annual return | 8.96% | 33.37%-24.4pp | 64.92%-56.0pp | 35.66%-26.7pp |
| Employer contribution / active EE | $1,493 | $3,105-51.9% | $4,675-68.1% | $2,757-45.8% |
| Participant deferral / active EE | $3,041 | $3,454-12.0% | $5,630-46.0% | $4,299-29.3% |
| Admin fee / account holder | $76,195 | $7,999+852.5% | $15,900+379.2% | $6,924+1000.4% |