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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 | $73,026 | $60,396+20.9% | $111,392-34.4% | $56,289+29.7% |
| Participation rate | 62.8% | 72.4%-9.6pp | 78.9%-16.1pp | 69.9%-7.1pp |
| Annual return | -7.77% | 20.26%-28.0pp | -2.06%-5.7pp | -9.96%+2.2pp |
| Employer contribution / active EE | $4,177 | $3,459+20.8% | $4,328-3.5% | $2,111+97.9% |
| Participant deferral / active EE | $7,088 | $4,421+60.3% | $5,567+27.3% | $3,350+111.6% |
| Admin fee / account holder | $1,132 | $610+85.6% | $12,266-90.8% | $521+117.3% |