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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 | $87,907 | $81,504+7.9% | $102,437-14.2% | $80,959+8.6% |
| Participation rate | 56.7% | 66.9%-10.2pp | 74.5%-17.8pp | 67.7%-11.0pp |
| Annual return | 9.56% | 25.60%-16.0pp | 24.95%-15.4pp | 35.67%-26.1pp |
| Employer contribution / active EE | $1,473 | $3,104-52.6% | $3,871-62.0% | $2,757-46.6% |
| Participant deferral / active EE | $2,889 | $3,871-25.4% | $5,060-42.9% | $4,300-32.8% |
| Admin fee / account holder | $31,888 | $6,719+374.6% | $8,388+280.2% | $6,925+360.4% |