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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 | $72,798 | $63,703+14.3% | $93,063-21.8% | $82,448-11.7% |
| Participation rate | 63.0% | 63.8%-0.9pp | 72.1%-9.2pp | 68.1%-5.1pp |
| Annual return | 12.93% | -775.43%+788.4pp | 34.15%-21.2pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,771 | $1,729+2.5% | $2,476-28.5% | $2,551-30.6% |
| Participant deferral / active EE | $2,411 | $2,919-17.4% | $3,958-39.1% | $4,139-41.8% |
| Admin fee / account holder | $13,095 | $5,982+118.9% | $6,033+117.0% | $7,234+81.0% |