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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 | $78,025 | $89,259-12.6% | $107,187-27.2% | $82,637-5.6% |
| Participation rate | 39.4% | 67.9%-28.5pp | 75.0%-35.6pp | 68.1%-28.7pp |
| Annual return | 9.15% | 21.02%-11.9pp | 204.55%-195.4pp | 53.51%-44.4pp |
| Employer contribution / active EE | $1,017 | $3,080-67.0% | $3,782-73.1% | $2,552-60.2% |
| Participant deferral / active EE | $4,221 | $4,037+4.6% | $5,096-17.2% | $4,126+2.3% |
| Admin fee / account holder | $10,421 | $7,381+41.2% | $9,162+13.7% | $7,339+42.0% |