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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 | $88,049 | $69,012+27.6% | $160,009-45.0% | $68,486+28.6% |
| Participation rate | 64.5% | 65.4%-0.9pp | 78.0%-13.5pp | 67.9%-3.4pp |
| Annual return | -20.31% | -9.65%-10.7pp | 408.85%-429.2pp | -7.85%-12.5pp |
| Employer contribution / active EE | $1,165 | $2,212-47.3% | $4,225-72.4% | $2,597-55.1% |
| Participant deferral / active EE | $4,053 | $4,212-3.8% | $6,183-34.4% | $4,028+0.6% |
| Admin fee / account holder | $1,733 | $4,798-63.9% | $8,715-80.1% | $5,404-67.9% |