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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 | $82,833 | $107,666-23.1% | $102,184-18.9% | $154,746-46.5% |
| Participation rate | 63.2% | 83.7%-20.6pp | 82.6%-19.4pp | 80.7%-17.5pp |
| Annual return | 9.55% | 29.33%-19.8pp | 31.58%-22.0pp | 172.34%-162.8pp |
| Employer contribution / active EE | $1,793 | $3,846-53.4% | $3,594-50.1% | $4,379-59.0% |
| Participant deferral / active EE | $3,102 | $8,719-64.4% | $8,309-62.7% | $6,730-53.9% |
| Admin fee / account holder | $30,356 | $12,943+134.5% | $11,609+161.5% | $14,365+111.3% |