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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 | $87,708 | $45,082+94.6% | $69,464+26.3% | $72,975+20.2% |
| Participation rate | 63.9% | 68.5%-4.6pp | 74.6%-10.7pp | 69.5%-5.6pp |
| Annual return | 4.58% | 22.66%-18.1pp | 28.98%-24.4pp | 81.01%-76.4pp |
| Employer contribution / active EE | $1,824 | $2,055-11.3% | $2,779-34.4% | $2,440-25.3% |
| Participant deferral / active EE | $2,726 | $2,604+4.7% | $3,536-22.9% | $3,608-24.4% |
| Admin fee / account holder | $24,119 | $3,057+689.0% | $3,840+528.1% | $5,124+370.7% |