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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 | $83,119 | $77,908+6.7% | $149,696-44.5% | $75,173+10.6% |
| Participation rate | 59.6% | 65.6%-5.9pp | 78.8%-19.1pp | 67.2%-7.6pp |
| Annual return | 10.85% | 31.73%-20.9pp | 134.46%-123.6pp | 160.72%-149.9pp |
| Employer contribution / active EE | $1,234 | $3,138-60.7% | $4,821-74.4% | $2,671-53.8% |
| Participant deferral / active EE | $3,036 | $3,411-11.0% | $5,682-46.6% | $4,126-26.4% |
| Admin fee / account holder | $7,288 | $5,950+22.5% | $13,212-44.8% | $5,651+29.0% |