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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 | $97,005 | $53,546+81.2% | $69,890+38.8% | $68,490+41.6% |
| Participation rate | 63.9% | 64.5%-0.6pp | 70.5%-6.6pp | 67.9%-4.0pp |
| Annual return | -23.50% | -13.87%-9.6pp | 190.84%-214.3pp | -7.85%-15.6pp |
| Employer contribution / active EE | $1,248 | $2,019-38.2% | $2,560-51.3% | $2,597-52.0% |
| Participant deferral / active EE | $4,645 | $2,957+57.1% | $3,848+20.7% | $4,028+15.3% |
| Admin fee / account holder | $2,226 | $4,693-52.6% | $6,267-64.5% | $5,403-58.8% |