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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 | $91,492 | $64,716+41.4% | $112,258-18.5% | $68,495+33.6% |
| Participation rate | 37.5% | 67.2%-29.7pp | 75.1%-37.6pp | 67.9%-30.4pp |
| Annual return | -22.79% | -11.40%-11.4pp | 27.47%-50.3pp | -7.84%-14.9pp |
| Employer contribution / active EE | $1,725 | $2,746-37.2% | $3,636-52.6% | $2,596-33.6% |
| Participant deferral / active EE | $4,448 | $3,565+24.8% | $4,728-5.9% | $4,028+10.4% |
| Admin fee / account holder | $6,204 | $5,232+18.6% | $6,411-3.2% | $5,403+14.8% |