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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 | $75,445 | $81,870-7.8% | $119,634-36.9% | $68,490+10.2% |
| Participation rate | 68.1% | 71.9%-3.8pp | 79.3%-11.2pp | 67.9%+0.2pp |
| Annual return | -23.23% | -23.82%+0.6pp | -14.98%-8.2pp | -7.85%-15.4pp |
| Employer contribution / active EE | $2,645 | $2,692-1.7% | $4,232-37.5% | $2,597+1.9% |
| Participant deferral / active EE | $7,812 | $4,148+88.3% | $5,601+39.5% | $4,028+93.9% |
| Admin fee / account holder | $855 | $6,583-87.0% | $10,329-91.7% | $5,403-84.2% |