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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 | $75,010 | $78,682-4.7% | $109,188-31.3% | $85,851-12.6% |
| Participation rate | 50.0% | 68.3%-18.3pp | 75.9%-25.9pp | 69.3%-19.3pp |
| Annual return | 10.56% | 25.09%-14.5pp | 25.76%-15.2pp | 318.63%-308.1pp |
| Employer contribution / active EE | $2,043 | $2,734-25.3% | $3,723-45.1% | $2,565-20.4% |
| Participant deferral / active EE | $2,740 | $3,468-21.0% | $4,654-41.1% | $3,952-30.7% |
| Admin fee / account holder | $32,504 | $5,470+494.3% | $6,755+381.2% | $6,261+419.2% |