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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 | $83,321 | $81,358+2.4% | $155,556-46.4% | $80,959+2.9% |
| Participation rate | 68.0% | 66.3%+1.7pp | 78.2%-10.2pp | 67.7%+0.3pp |
| Annual return | 10.07% | 33.39%-23.3pp | 64.84%-54.8pp | 35.67%-25.6pp |
| Employer contribution / active EE | $2,440 | $3,106-21.5% | $4,675-47.8% | $2,757-11.5% |
| Participant deferral / active EE | $4,413 | $3,455+27.7% | $5,631-21.6% | $4,300+2.6% |
| Admin fee / account holder | $31,452 | $7,994+293.5% | $15,885+98.0% | $6,925+354.2% |