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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 | $84,359 | $81,233+3.8% | $155,567-45.8% | $80,874+4.3% |
| Participation rate | 52.1% | 66.2%-14.2pp | 78.2%-26.1pp | 67.6%-15.6pp |
| Annual return | 10.03% | 33.33%-23.3pp | 64.74%-54.7pp | 35.62%-25.6pp |
| Employer contribution / active EE | $1,443 | $3,101-53.5% | $4,674-69.1% | $2,756-47.6% |
| Participant deferral / active EE | $3,616 | $3,452+4.7% | $5,628-35.8% | $4,297-15.9% |
| Admin fee / account holder | $11,699 | $7,998+46.3% | $15,916-26.5% | $6,935+68.7% |