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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 | $79,752 | $76,551+4.2% | $123,894-35.6% | $62,881+26.8% |
| Participation rate | 52.5% | 73.0%-20.5pp | 81.4%-28.9pp | 69.3%-16.8pp |
| Annual return | -17.30% | 18.68%-36.0pp | 47.52%-64.8pp | 20.14%-37.4pp |
| Employer contribution / active EE | $1,469 | $2,882-49.0% | $4,617-68.2% | $2,281-35.6% |
| Participant deferral / active EE | $5,956 | $4,840+23.1% | $5,984-0.5% | $3,203+86.0% |
| Admin fee / account holder | $6,003 | $4,826+24.4% | $8,357-28.2% | $4,296+39.7% |