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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 | $77,284 | $81,504-5.2% | $102,437-24.6% | $80,959-4.5% |
| Participation rate | 68.7% | 66.9%+1.8pp | 74.5%-5.8pp | 67.7%+1.0pp |
| Annual return | -4.75% | 25.60%-30.3pp | 24.95%-29.7pp | 35.67%-40.4pp |
| Employer contribution / active EE | $3,947 | $3,104+27.2% | $3,871+2.0% | $2,757+43.1% |
| Participant deferral / active EE | $9,057 | $3,871+134.0% | $5,060+79.0% | $4,300+110.6% |
| Admin fee / account holder | $13,559 | $6,719+101.8% | $8,388+61.6% | $6,925+95.8% |