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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 | $84,528 | $88,672-4.7% | $105,223-19.7% | $82,448+2.5% |
| Participation rate | 51.9% | 67.9%-16.1pp | 75.0%-23.2pp | 68.1%-16.2pp |
| Annual return | 8.95% | 30.86%-21.9pp | 180.65%-171.7pp | 41.64%-32.7pp |
| Employer contribution / active EE | $1,869 | $3,048-38.7% | $3,689-49.3% | $2,551-26.7% |
| Participant deferral / active EE | $5,070 | $4,036+25.6% | $5,0720% | $4,139+22.5% |
| Admin fee / account holder | $46,172 | $7,146+546.1% | $8,859+421.2% | $7,234+538.2% |