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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 | $59,943 | $58,828+1.9% | $78,002-23.2% | $62,881-4.7% |
| Participation rate | 37.0% | 71.1%-34.0pp | 75.5%-38.5pp | 69.3%-32.3pp |
| Annual return | -5.44% | 17.16%-22.6pp | 425.99%-431.4pp | 20.14%-25.6pp |
| Employer contribution / active EE | $1,226 | $1,672-26.7% | $2,470-50.4% | $2,281-46.2% |
| Participant deferral / active EE | $3,091 | $2,686+15.1% | $3,497-11.6% | $3,203-3.5% |
| Admin fee / account holder | $11,056 | $4,393+151.7% | $5,481+101.7% | $4,296+157.4% |