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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 | $72,368 | $81,870-11.6% | $119,622-39.5% | $68,486+5.7% |
| Participation rate | 64.2% | 71.9%-7.7pp | 79.3%-15.1pp | 67.9%-3.7pp |
| Annual return | -18.98% | -23.82%+4.8pp | -14.98%-4.0pp | -7.85%-11.1pp |
| Employer contribution / active EE | $2,027 | $2,692-24.7% | $4,232-52.1% | $2,597-21.9% |
| Participant deferral / active EE | $4,832 | $4,148+16.5% | $5,601-13.7% | $4,028+20.0% |
| Admin fee / account holder | $3,523 | $6,583-46.5% | $10,328-65.9% | $5,404-34.8% |