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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 | $63,738 | $61,755+3.2% | $97,161-34.4% | $80,911-21.2% |
| Participation rate | 53.2% | 63.5%-10.3pp | 72.7%-19.5pp | 67.6%-14.5pp |
| Annual return | 10.23% | -557.90%+568.1pp | 75.36%-65.1pp | 35.63%-25.4pp |
| Employer contribution / active EE | $1,593 | $1,835-13.2% | $2,723-41.5% | $2,756-42.2% |
| Participant deferral / active EE | $2,405 | $3,026-20.5% | $4,265-43.6% | $4,297-44.0% |
| Admin fee / account holder | $6,621 | $5,166+28.2% | $5,647+17.2% | $6,935-4.5% |