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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 | $72,819 | $88,672-17.9% | $105,223-30.8% | $82,448-11.7% |
| Participation rate | 68.0% | 67.9%+0.1pp | 75.0%-7.0pp | 68.1%-0.1pp |
| Annual return | 12.63% | 30.86%-18.2pp | 180.65%-168.0pp | 41.64%-29.0pp |
| Employer contribution / active EE | $3,943 | $3,048+29.4% | $3,689+6.9% | $2,551+54.6% |
| Participant deferral / active EE | $4,977 | $4,036+23.3% | $5,072-1.9% | $4,139+20.2% |
| Admin fee / account holder | $20,652 | $7,146+189.0% | $8,859+133.1% | $7,234+185.5% |