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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 | $57,987 | $54,370+6.7% | $82,763-29.9% | $68,490-15.3% |
| Participation rate | 69.4% | 63.9%+5.5pp | 72.6%-3.1pp | 67.9%+1.5pp |
| Annual return | -20.40% | -13.67%-6.7pp | 702.45%-722.8pp | -7.85%-12.5pp |
| Employer contribution / active EE | $1,657 | $2,219-25.3% | $3,008-44.9% | $2,597-36.2% |
| Participant deferral / active EE | $3,299 | $3,247+1.6% | $4,395-24.9% | $4,028-18.1% |
| Admin fee / account holder | $6,484 | $4,398+47.4% | $5,325+21.8% | $5,403+20.0% |