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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 | $69,191 | $93,598-26.1% | $135,974-49.1% | $75,173-8.0% |
| Participation rate | 44.4% | 75.2%-30.8pp | 81.9%-37.5pp | 67.2%-22.8pp |
| Annual return | -11.38% | 30.89%-42.3pp | 68.30%-79.7pp | 160.72%-172.1pp |
| Employer contribution / active EE | $3,026 | $3,538-14.5% | $4,859-37.7% | $2,671+13.3% |
| Participant deferral / active EE | $7,326 | $6,405+14.4% | $7,760-5.6% | $4,126+77.5% |
| Admin fee / account holder | $12,006 | $6,978+72.1% | $10,767+11.5% | $5,651+112.5% |