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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 | $74,822 | $53,546+39.7% | $69,890+7.1% | $68,490+9.2% |
| Participation rate | 61.5% | 64.5%-3.0pp | 70.5%-8.9pp | 67.9%-6.4pp |
| Annual return | -19.52% | -13.87%-5.6pp | 190.84%-210.4pp | -7.85%-11.7pp |
| Employer contribution / active EE | $806 | $2,019-60.1% | $2,560-68.5% | $2,597-69.0% |
| Participant deferral / active EE | $4,673 | $2,957+58.1% | $3,848+21.4% | $4,028+16.0% |
| Admin fee / account holder | $4,905 | $4,693+4.5% | $6,267-21.7% | $5,403-9.2% |