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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 | $98,360 | $72,404+35.8% | $110,243-10.8% | $64,173+53.3% |
| Participation rate | 37.0% | 73.3%-36.3pp | 79.8%-42.8pp | 69.6%-32.5pp |
| Annual return | -8.36% | -6.29%-2.1pp | 314.76%-323.1pp | 7.63%-16.0pp |
| Employer contribution / active EE | $1,462 | $2,282-35.9% | $3,827-61.8% | $2,381-38.6% |
| Participant deferral / active EE | $2,619 | $3,469-24.5% | $4,672-43.9% | $3,470-24.5% |
| Admin fee / account holder | $4,921 | $5,664-13.1% | $8,548-42.4% | $4,887+0.7% |