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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 | $76,476 | $49,177+55.5% | $79,467-3.8% | $64,173+19.2% |
| Participation rate | 62.1% | 65.0%-3.0pp | 73.3%-11.3pp | 69.6%-7.5pp |
| Annual return | -9.66% | -1.16%-8.5pp | 718.30%-728.0pp | 7.63%-17.3pp |
| Employer contribution / active EE | $1,771 | $2,076-14.7% | $2,800-36.8% | $2,381-25.6% |
| Participant deferral / active EE | $3,377 | $2,821+19.7% | $3,704-8.8% | $3,470-2.7% |
| Admin fee / account holder | $2,013 | $3,839-47.6% | $5,104-60.6% | $4,887-58.8% |