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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 | $75,449 | $67,411+11.9% | $91,004-17.1% | $70,126+7.6% |
| Participation rate | 48.3% | 71.4%-23.1pp | 75.6%-27.3pp | 69.5%-21.3pp |
| Annual return | 12.41% | -40.16%+52.6pp | 4.60%+7.8pp | 73.15%-60.7pp |
| Employer contribution / active EE | $1,532 | $1,786-14.2% | $2,456-37.6% | $2,343-34.6% |
| Participant deferral / active EE | $2,565 | $2,823-9.1% | $3,548-27.7% | $3,332-23.0% |
| Admin fee / account holder | $15,560 | $4,236+267.3% | $5,417+187.2% | $4,645+234.9% |