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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 | $97,869 | $87,544+11.8% | $75,784+29.1% | $125,388-21.9% |
| Participation rate | 66.7% | 80.2%-13.5pp | 75.8%-9.2pp | 83.2%-16.5pp |
| Annual return | -5.44% | 13.49%-18.9pp | 9.68%-15.1pp | 282.24%-287.7pp |
| Employer contribution / active EE | $2,951 | $3,930-24.9% | $3,323-11.2% | $4,866-39.4% |
| Participant deferral / active EE | $5,117 | $4,229+21.0% | $3,652+40.1% | $5,352-4.4% |
| Admin fee / account holder | $876 | $6,502-86.5% | $5,300-83.5% | $9,541-90.8% |