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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 | $84,343 | $64,719+30.3% | $112,249-24.9% | $68,486+23.2% |
| Participation rate | 67.7% | 67.2%+0.5pp | 75.1%-7.4pp | 67.9%-0.2pp |
| Annual return | -27.82% | -11.40%-16.4pp | 27.48%-55.3pp | -7.85%-20.0pp |
| Employer contribution / active EE | $1,582 | $2,747-42.4% | $3,636-56.5% | $2,597-39.1% |
| Participant deferral / active EE | $5,016 | $3,565+40.7% | $4,729+6.1% | $4,028+24.5% |
| Admin fee / account holder | $8,728 | $5,232+66.8% | $6,412+36.1% | $5,404+61.5% |