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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 | $71,146 | $82,674-13.9% | $125,363-43.2% | $68,495+3.9% |
| Participation rate | 58.3% | 75.0%-16.7pp | 82.4%-24.0pp | 67.9%-9.6pp |
| Annual return | -20.84% | -5.97%-14.9pp | 572.15%-593.0pp | -7.84%-13.0pp |
| Employer contribution / active EE | $2,039 | $3,382-39.7% | $4,815-57.7% | $2,596-21.5% |
| Participant deferral / active EE | $4,265 | $6,111-30.2% | $7,447-42.7% | $4,028+5.9% |
| Admin fee / account holder | $7,470 | $6,276+19.0% | $10,005-25.3% | $5,403+38.2% |