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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 | $98,403 | $91,559+7.5% | $133,971-26.5% | $79,852+23.2% |
| Participation rate | 61.3% | 73.3%-12.1pp | 79.8%-18.5pp | 69.6%-8.3pp |
| Annual return | -2.41% | 61.85%-64.3pp | 45.09%-47.5pp | 31.72%-34.1pp |
| Employer contribution / active EE | $1,173 | $2,384-50.8% | $3,919-70.1% | $2,471-52.5% |
| Participant deferral / active EE | $2,726 | $3,734-27.0% | $5,047-46.0% | $3,740-27.1% |
| Admin fee / account holder | $2,265 | $6,321-64.2% | $8,929-74.6% | $5,306-57.3% |