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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 | $57,276 | $43,730+31.0% | $121,220-52.8% | $64,173-10.7% |
| Participation rate | 64.2% | 58.3%+5.8pp | 71.8%-7.6pp | 69.6%-5.4pp |
| Annual return | -8.18% | 68.94%-77.1pp | 16.94%-25.1pp | 7.63%-15.8pp |
| Employer contribution / active EE | $1,416 | $1,297+9.2% | $4,023-64.8% | $2,381-40.5% |
| Participant deferral / active EE | $2,693 | $2,281+18.1% | $3,345-19.5% | $3,470-22.4% |
| Admin fee / account holder | $2,659 | $3,502-24.1% | $5,021-47.0% | $4,887-45.6% |