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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 | $83,271 | $101,798-18.2% | $165,071-49.6% | $80,935+2.9% |
| Participation rate | 59.5% | 71.8%-12.3pp | 78.6%-19.1pp | 67.7%-8.1pp |
| Annual return | 9.06% | 16.73%-7.7pp | 70.17%-61.1pp | 35.66%-26.6pp |
| Employer contribution / active EE | $1,782 | $2,954-39.7% | $4,347-59.0% | $2,757-35.4% |
| Participant deferral / active EE | $4,466 | $4,476-0.2% | $6,035-26.0% | $4,299+3.9% |
| Admin fee / account holder | $25,319 | $8,221+208.0% | $12,695+99.4% | $6,924+265.6% |