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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 | $74,432 | $73,107+1.8% | $114,563-35.0% | $87,485-14.9% |
| Participation rate | 58.3% | 65.8%-7.4pp | 72.9%-14.6pp | 68.9%-10.6pp |
| Annual return | 9.62% | 19.47%-9.9pp | 241.09%-231.5pp | 26.06%-16.4pp |
| Employer contribution / active EE | $1,890 | $1,881+0.5% | $2,592-27.1% | $2,596-27.2% |
| Participant deferral / active EE | $4,025 | $3,144+28.0% | $4,142-2.8% | $4,274-5.8% |
| Admin fee / account holder | $4,297 | $5,770-25.5% | $7,623-43.6% | $7,775-44.7% |