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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 | $72,601 | $93,598-22.4% | $135,974-46.6% | $75,173-3.4% |
| Participation rate | 62.0% | 75.2%-13.2pp | 81.9%-19.9pp | 67.2%-5.2pp |
| Annual return | 11.61% | 30.89%-19.3pp | 68.30%-56.7pp | 160.72%-149.1pp |
| Employer contribution / active EE | $2,089 | $3,538-40.9% | $4,859-57.0% | $2,671-21.8% |
| Participant deferral / active EE | $3,701 | $6,405-42.2% | $7,760-52.3% | $4,126-10.3% |
| Admin fee / account holder | $12,088 | $6,978+73.2% | $10,767+12.3% | $5,651+113.9% |