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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 | $95,948 | $72,404+32.5% | $110,241-13.0% | $64,181+49.5% |
| Participation rate | 61.4% | 73.3%-12.0pp | 79.8%-18.5pp | 69.6%-8.2pp |
| Annual return | -7.99% | -6.29%-1.7pp | 314.75%-322.7pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,815 | $2,282-20.4% | $3,827-52.6% | $2,381-23.8% |
| Participant deferral / active EE | $3,517 | $3,469+1.4% | $4,672-24.7% | $3,470+1.4% |
| Admin fee / account holder | $1,172 | $5,664-79.3% | $8,548-86.3% | $4,887-76.0% |