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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 | $104,055 | $81,870+27.1% | $119,608-13.0% | $68,495+51.9% |
| Participation rate | 56.7% | 71.9%-15.2pp | 79.3%-22.5pp | 67.9%-11.2pp |
| Annual return | -19.37% | -23.82%+4.4pp | -14.98%-4.4pp | -7.84%-11.5pp |
| Employer contribution / active EE | $1,431 | $2,692-46.8% | $4,232-66.2% | $2,596-44.9% |
| Participant deferral / active EE | $4,363 | $4,148+5.2% | $5,601-22.1% | $4,028+8.3% |
| Admin fee / account holder | $6,002 | $6,583-8.8% | $10,326-41.9% | $5,403+11.1% |