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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 | $77,310 | $68,996+12.0% | $159,991-51.7% | $68,495+12.9% |
| Participation rate | 60.4% | 65.4%-5.0pp | 78.0%-17.6pp | 67.9%-7.5pp |
| Annual return | -21.80% | -9.65%-12.1pp | 408.82%-430.6pp | -7.84%-14.0pp |
| Employer contribution / active EE | $3,684 | $2,212+66.5% | $4,225-12.8% | $2,596+41.9% |
| Participant deferral / active EE | $7,069 | $4,211+67.9% | $6,183+14.3% | $4,028+75.5% |
| Admin fee / account holder | $2,403 | $4,797-49.9% | $8,715-72.4% | $5,403-55.5% |