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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 | $70,769 | $81,870-13.6% | $119,634-40.8% | $68,490+3.3% |
| Participation rate | 60.0% | 71.9%-11.9pp | 79.3%-19.3pp | 67.9%-7.9pp |
| Annual return | -19.43% | -23.82%+4.4pp | -14.98%-4.4pp | -7.85%-11.6pp |
| Employer contribution / active EE | $4,956 | $2,692+84.1% | $4,232+17.1% | $2,597+90.9% |
| Participant deferral / active EE | $5,667 | $4,148+36.6% | $5,601+1.2% | $4,028+40.7% |
| Admin fee / account holder | $1,824 | $6,583-72.3% | $10,329-82.3% | $5,403-66.2% |