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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 | $92,068 | $64,729+42.2% | $112,263-18.0% | $68,490+34.4% |
| Participation rate | 18.8% | 67.2%-48.4pp | 75.1%-56.3pp | 67.9%-49.1pp |
| Annual return | -20.24% | -11.40%-8.8pp | 27.49%-47.7pp | -7.85%-12.4pp |
| Employer contribution / active EE | $1,325 | $2,746-51.7% | $3,636-63.6% | $2,597-49.0% |
| Participant deferral / active EE | $2,387 | $3,566-33.1% | $4,729-49.5% | $4,028-40.7% |
| Admin fee / account holder | $4,421 | $5,222-15.3% | $6,410-31.0% | $5,403-18.2% |