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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 | $88,381 | $46,697+89.3% | $117,529-24.8% | $68,490+29.0% |
| Participation rate | 69.1% | 56.8%+12.3pp | 70.6%-1.5pp | 67.9%+1.2pp |
| Annual return | -19.58% | -14.52%-5.1pp | 29.77%-49.4pp | -7.85%-11.7pp |
| Employer contribution / active EE | $2,972 | $1,506+97.4% | $4,179-28.9% | $2,597+14.5% |
| Participant deferral / active EE | $6,392 | $2,637+142.4% | $4,072+57.0% | $4,028+58.7% |
| Admin fee / account holder | $11,542 | $4,023+186.9% | $5,645+104.5% | $5,403+113.6% |