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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 | $83,774 | $78,690+6.5% | $161,489-48.1% | $87,485-4.2% |
| Participation rate | 56.4% | 67.5%-11.1pp | 78.7%-22.3pp | 68.9%-12.5pp |
| Annual return | 9.87% | 32.74%-22.9pp | 89.72%-79.8pp | 26.06%-16.2pp |
| Employer contribution / active EE | $1,346 | $2,588-48.0% | $4,268-68.5% | $2,596-48.2% |
| Participant deferral / active EE | $1,530 | $3,311-53.8% | $5,630-72.8% | $4,274-64.2% |
| Admin fee / account holder | $1,785 | $6,724-73.5% | $16,006-88.8% | $7,775-77.0% |