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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 | $97,415 | $46,689+108.6% | $117,498-17.1% | $68,495+42.2% |
| Participation rate | 60.0% | 56.8%+3.2pp | 70.6%-10.6pp | 67.9%-7.9pp |
| Annual return | -22.49% | -14.52%-8.0pp | 29.75%-52.2pp | -7.84%-14.6pp |
| Employer contribution / active EE | $1,534 | $1,505+1.9% | $4,178-63.3% | $2,596-40.9% |
| Participant deferral / active EE | $3,046 | $2,637+15.5% | $4,071-25.2% | $4,028-24.4% |
| Admin fee / account holder | $522 | $4,021-87.0% | $5,646-90.8% | $5,403-90.3% |