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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 | $96,027 | $64,719+48.4% | $112,249-14.5% | $68,486+40.2% |
| Participation rate | 46.7% | 67.2%-20.5pp | 75.1%-28.4pp | 67.9%-21.2pp |
| Annual return | -20.68% | -11.40%-9.3pp | 27.48%-48.2pp | -7.85%-12.8pp |
| Employer contribution / active EE | $1,470 | $2,747-46.5% | $3,636-59.6% | $2,597-43.4% |
| Participant deferral / active EE | $2,983 | $3,565-16.3% | $4,729-36.9% | $4,028-25.9% |
| Admin fee / account holder | $4,063 | $5,232-22.4% | $6,412-36.6% | $5,404-24.8% |