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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 | $105,947 | $110,083-3.8% | $151,645-30.1% | $68,490+54.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 87.5%-20.8pp | 67.9%-1.2pp |
| Annual return | -18.76% | -10.12%-8.6pp | 3.34%-22.1pp | -7.85%-10.9pp |
| Employer contribution / active EE | $2,176 | $4,470-51.3% | $6,165-64.7% | $2,597-16.2% |
| Participant deferral / active EE | $17,017 | $6,526+160.7% | $8,363+103.5% | $4,028+322.5% |
| Admin fee / account holder | $1,873 | $7,718-75.7% | $11,614-83.9% | $5,403-65.3% |