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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 | $65,027 | $89,259-27.1% | $107,187-39.3% | $82,637-21.3% |
| Participation rate | 69.4% | 67.9%+1.5pp | 75.0%-5.6pp | 68.1%+1.4pp |
| Annual return | 11.83% | 21.02%-9.2pp | 204.55%-192.7pp | 53.51%-41.7pp |
| Employer contribution / active EE | $2,007 | $3,080-34.8% | $3,782-46.9% | $2,552-21.4% |
| Participant deferral / active EE | $3,844 | $4,037-4.8% | $5,096-24.6% | $4,126-6.8% |
| Admin fee / account holder | $12,800 | $7,381+73.4% | $9,162+39.7% | $7,339+74.4% |