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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 | $106,524+7.9% | $152,301-24.5% | $87,485+31.4% |
| Participation rate | 35.1% | 75.8%-40.6pp | 82.4%-47.3pp | 68.9%-33.8pp |
| Annual return | -13.93% | 26.89%-40.8pp | 80.50%-94.4pp | 26.06%-40.0pp |
| Employer contribution / active EE | $2,183 | $3,371-35.2% | $4,624-52.8% | $2,596-15.9% |
| Participant deferral / active EE | $4,344 | $6,525-33.4% | $8,004-45.7% | $4,274+1.6% |
| Admin fee / account holder | $7,111 | $8,287-14.2% | $14,398-50.6% | $7,775-8.5% |