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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 | $90,637 | $72,404+25.2% | $110,243-17.8% | $64,173+41.2% |
| Participation rate | 69.0% | 73.3%-4.4pp | 79.8%-10.9pp | 69.6%-0.6pp |
| Annual return | -8.11% | -6.29%-1.8pp | 314.76%-322.9pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,338 | $2,282-41.4% | $3,827-65.0% | $2,381-43.8% |
| Participant deferral / active EE | $3,308 | $3,469-4.6% | $4,672-29.2% | $3,470-4.7% |
| Admin fee / account holder | $2,244 | $5,664-60.4% | $8,548-73.7% | $4,887-54.1% |