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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 | $81,448 | $78,423+3.9% | $95,964-15.1% | $79,856+2.0% |
| Participation rate | 64.6% | 73.5%-8.9pp | 77.1%-12.5pp | 69.6%-5.1pp |
| Annual return | 5.42% | 19.37%-14.0pp | 91.64%-86.2pp | 31.71%-26.3pp |
| Employer contribution / active EE | $1,153 | $1,945-40.7% | $2,541-54.6% | $2,471-53.3% |
| Participant deferral / active EE | $2,558 | $3,440-25.6% | $4,167-38.6% | $3,741-31.6% |
| Admin fee / account holder | $1,098 | $5,622-80.5% | $6,797-83.9% | $5,306-79.3% |