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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 | $92,327 | $82,674+11.7% | $125,381-26.4% | $68,486+34.8% |
| Participation rate | 60.0% | 75.1%-15.1pp | 82.4%-22.4pp | 67.9%-7.9pp |
| Annual return | -20.50% | -5.97%-14.5pp | 572.31%-592.8pp | -7.85%-12.6pp |
| Employer contribution / active EE | $1,031 | $3,382-69.5% | $4,815-78.6% | $2,597-60.3% |
| Participant deferral / active EE | $2,585 | $6,111-57.7% | $7,448-65.3% | $4,028-35.8% |
| Admin fee / account holder | $6,336 | $6,277+0.9% | $10,007-36.7% | $5,404+17.3% |