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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 | $92,578 | $91,179+1.5% | $178,499-48.1% | $79,852+15.9% |
| Participation rate | 54.8% | 69.2%-14.4pp | 81.9%-27.1pp | 69.6%-14.8pp |
| Annual return | 8.06% | 24.19%-16.1pp | 151.10%-143.0pp | 31.72%-23.7pp |
| Employer contribution / active EE | $1,589 | $3,256-51.2% | $5,011-68.3% | $2,471-35.7% |
| Participant deferral / active EE | $2,282 | $3,236-29.5% | $5,202-56.1% | $3,740-39.0% |
| Admin fee / account holder | $10,976 | $6,749+62.6% | $13,986-21.5% | $5,306+106.8% |