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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 | $87,611 | $86,294+1.5% | $111,303-21.3% | $85,856+2.0% |
| Participation rate | 53.6% | 73.3%-19.8pp | 77.3%-23.7pp | 69.3%-15.7pp |
| Annual return | 10.95% | 19.99%-9.0pp | 54.66%-43.7pp | 318.58%-307.6pp |
| Employer contribution / active EE | $1,399 | $2,043-31.5% | $2,731-48.8% | $2,565-45.5% |
| Participant deferral / active EE | $2,605 | $3,641-28.5% | $4,487-42.0% | $3,952-34.1% |
| Admin fee / account holder | $5,476 | $8,189-33.1% | $7,966-31.3% | $6,261-12.5% |