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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 | $62,241 | $45,872+35.7% | $77,100-19.3% | $68,490-9.1% |
| Participation rate | 68.8% | 55.9%+12.8pp | 67.9%+0.8pp | 67.9%+0.9pp |
| Annual return | -46.32% | 1.73%-48.0pp | 42.35%-88.7pp | -7.85%-38.5pp |
| Employer contribution / active EE | $3,185 | $1,650+93.1% | $2,815+13.2% | $2,597+22.7% |
| Participant deferral / active EE | $5,536 | $2,963+86.9% | $4,430+25.0% | $4,028+37.5% |
| Admin fee / account holder | $6,178 | $3,041+103.1% | $5,443+13.5% | $5,403+14.3% |