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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 | $80,105 | $77,816+2.9% | $123,552-35.2% | $64,173+24.8% |
| Participation rate | 63.8% | 74.7%-10.9pp | 82.3%-18.5pp | 69.6%-5.7pp |
| Annual return | -8.26% | 12.49%-20.7pp | 119.20%-127.5pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,513 | $3,014-49.8% | $4,628-67.3% | $2,381-36.4% |
| Participant deferral / active EE | $4,523 | $5,240-13.7% | $6,426-29.6% | $3,470+30.4% |
| Admin fee / account holder | $5,476 | $5,519-0.8% | $9,285-41.0% | $4,887+12.0% |