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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 | $71,498 | $68,586+4.2% | $120,380-40.6% | $80,911-11.6% |
| Participation rate | 53.8% | 61.6%-7.7pp | 71.9%-18.1pp | 67.6%-13.8pp |
| Annual return | 6.28% | 23.62%-17.3pp | 107.28%-101.0pp | 35.63%-29.4pp |
| Employer contribution / active EE | $1,600 | $2,053-22.1% | $3,465-53.8% | $2,756-42.0% |
| Participant deferral / active EE | $3,768 | $3,174+18.7% | $4,992-24.5% | $4,297-12.3% |
| Admin fee / account holder | $33,134 | $5,733+477.9% | $9,421+251.7% | $6,935+377.8% |