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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 | $82,579 | $87,166-5.3% | $76,735+7.6% | $137,256-39.8% |
| Participation rate | 30.0% | 74.4%-44.4pp | 69.5%-39.5pp | 80.0%-50.0pp |
| Annual return | 6.11% | 26.50%-20.4pp | 29.77%-23.7pp | 220.34%-214.2pp |
| Employer contribution / active EE | $1,476 | $2,904-49.2% | $2,454-39.8% | $4,156-64.5% |
| Participant deferral / active EE | $4,326 | $4,726-8.5% | $4,088+5.8% | $6,407-32.5% |
| Admin fee / account holder | $35,609 | $8,403+323.8% | $7,189+395.3% | $12,270+190.2% |