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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 | $87,348 | $76,551+14.1% | $123,894-29.5% | $62,881+38.9% |
| Participation rate | 66.2% | 73.0%-6.7pp | 81.4%-15.2pp | 69.3%-3.1pp |
| Annual return | -4.66% | 18.68%-23.3pp | 47.52%-52.2pp | 20.14%-24.8pp |
| Employer contribution / active EE | $2,281 | $2,882-20.8% | $4,617-50.6% | $2,2810% |
| Participant deferral / active EE | $4,154 | $4,840-14.2% | $5,984-30.6% | $3,203+29.7% |
| Admin fee / account holder | $754 | $4,826-84.4% | $8,357-91.0% | $4,296-82.5% |