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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 | $81,660 | $81,870-0.3% | $119,608-31.7% | $68,495+19.2% |
| Participation rate | 65.4% | 71.9%-6.5pp | 79.3%-13.9pp | 67.9%-2.5pp |
| Annual return | -19.37% | -23.82%+4.4pp | -14.98%-4.4pp | -7.84%-11.5pp |
| Employer contribution / active EE | $2,686 | $2,692-0.2% | $4,232-36.5% | $2,596+3.5% |
| Participant deferral / active EE | $7,767 | $4,148+87.3% | $5,601+38.7% | $4,028+92.9% |
| Admin fee / account holder | $9,817 | $6,583+49.1% | $10,326-4.9% | $5,403+81.7% |