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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 | $72,942 | $98,776-26.2% | $149,745-51.3% | $79,856-8.7% |
| Participation rate | 62.5% | 75.8%-13.3pp | 82.5%-20.0pp | 69.6%-7.1pp |
| Annual return | 10.57% | 27.38%-16.8pp | 276.72%-266.2pp | 31.71%-21.1pp |
| Employer contribution / active EE | $2,920 | $3,217-9.2% | $4,646-37.1% | $2,471+18.2% |
| Participant deferral / active EE | $4,867 | $5,681-14.3% | $6,843-28.9% | $3,741+30.1% |
| Admin fee / account holder | $8,530 | $6,053+40.9% | $9,312-8.4% | $5,306+60.8% |