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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 | $114,935 | $107,421+7.0% | $182,262-36.9% | $94,015+22.3% |
| Participation rate | 35.1% | 77.8%-42.6pp | 84.2%-49.1pp | 70.8%-35.7pp |
| Annual return | -13.93% | 21.32%-35.2pp | 140.60%-154.5pp | 17.84%-31.8pp |
| Employer contribution / active EE | $2,183 | $3,448-36.7% | $5,046-56.7% | $2,790-21.7% |
| Participant deferral / active EE | $4,344 | $6,558-33.8% | $8,276-47.5% | $4,249+2.2% |
| Admin fee / account holder | $7,111 | $8,692-18.2% | $16,712-57.5% | $8,951-20.6% |