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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 | $46,805 | $54,355-13.9% | $82,744-43.4% | $68,486-31.7% |
| Participation rate | 64.9% | 63.9%+0.9pp | 72.6%-7.7pp | 67.9%-3.0pp |
| Annual return | -21.16% | -13.67%-7.5pp | 702.22%-723.4pp | -7.85%-13.3pp |
| Employer contribution / active EE | $3,045 | $2,219+37.3% | $3,008+1.2% | $2,597+17.3% |
| Participant deferral / active EE | $6,159 | $3,246+89.7% | $4,395+40.2% | $4,028+52.9% |
| Admin fee / account holder | $3,874 | $4,397-11.9% | $5,325-27.2% | $5,404-28.3% |