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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 | $84,566 | $87,059-2.9% | $105,608-19.9% | $80,925+4.5% |
| Participation rate | 53.0% | 70.4%-17.4pp | 75.3%-22.3pp | 67.7%-14.6pp |
| Annual return | 7.10% | 17.05%-9.9pp | 116.50%-109.4pp | 35.65%-28.5pp |
| Employer contribution / active EE | $1,576 | $2,396-34.2% | $3,167-50.2% | $2,756-42.8% |
| Participant deferral / active EE | $2,107 | $3,986-47.1% | $5,010-57.9% | $4,299-51.0% |
| Admin fee / account holder | $3,111 | $8,443-63.2% | $11,028-71.8% | $6,940-55.2% |