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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 | $87,866 | $83,485+5.2% | $125,192-29.8% | $72,975+20.4% |
| Participation rate | 59.6% | 73.3%-13.7pp | 79.8%-20.1pp | 69.5%-9.8pp |
| Annual return | 1.10% | 25.77%-24.7pp | 43.79%-42.7pp | 81.01%-79.9pp |
| Employer contribution / active EE | $1,739 | $2,346-25.9% | $3,866-55.0% | $2,440-28.7% |
| Participant deferral / active EE | $3,841 | $3,586+7.1% | $4,937-22.2% | $3,608+6.5% |
| Admin fee / account holder | $2,931 | $5,518-46.9% | $9,704-69.8% | $5,124-42.8% |