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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 | $78,633 | $110,083-28.6% | $151,645-48.1% | $68,490+14.8% |
| Participation rate | 57.7% | 84.0%-26.3pp | 87.5%-29.8pp | 67.9%-10.2pp |
| Annual return | -18.63% | -10.12%-8.5pp | 3.34%-22.0pp | -7.85%-10.8pp |
| Employer contribution / active EE | $1,646 | $4,470-63.2% | $6,165-73.3% | $2,597-36.6% |
| Participant deferral / active EE | $5,123 | $6,526-21.5% | $8,363-38.7% | $4,028+27.2% |
| Admin fee / account holder | $9,199 | $7,718+19.2% | $11,614-20.8% | $5,403+70.3% |