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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 | $75,126 | $64,716+16.1% | $112,258-33.1% | $68,495+9.7% |
| Participation rate | 53.8% | 67.2%-13.3pp | 75.1%-21.2pp | 67.9%-14.0pp |
| Annual return | -22.51% | -11.40%-11.1pp | 27.47%-50.0pp | -7.84%-14.7pp |
| Employer contribution / active EE | $4,069 | $2,746+48.1% | $3,636+11.9% | $2,596+56.7% |
| Participant deferral / active EE | $8,213 | $3,565+130.4% | $4,728+73.7% | $4,028+103.9% |
| Admin fee / account holder | $1,715 | $5,232-67.2% | $6,411-73.2% | $5,403-68.3% |