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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 | $67,984 | $71,891-5.4% | $86,690-21.6% | $68,498-0.8% |
| Participation rate | 69.0% | 72.2%-3.3pp | 76.6%-7.6pp | 67.9%+1.1pp |
| Annual return | -20.30% | 3.53%-23.8pp | 35.93%-56.2pp | -7.84%-12.5pp |
| Employer contribution / active EE | $4,976 | $2,173+129.0% | $2,837+75.4% | $2,596+91.7% |
| Participant deferral / active EE | $9,984 | $3,779+164.2% | $4,656+114.4% | $4,027+147.9% |
| Admin fee / account holder | $9,783 | $6,112+60.1% | $7,490+30.6% | $5,403+81.1% |