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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 | $68,854 | $73,102-5.8% | $123,553-44.3% | $56,289+22.3% |
| Participation rate | 64.0% | 74.3%-10.3pp | 82.3%-18.3pp | 69.9%-5.8pp |
| Annual return | -7.46% | 3.01%-10.5pp | 119.21%-126.7pp | -9.96%+2.5pp |
| Employer contribution / active EE | $6,619 | $2,977+122.3% | $4,628+43.0% | $2,111+213.5% |
| Participant deferral / active EE | $6,008 | $5,423+10.8% | $6,426-6.5% | $3,350+79.3% |
| Admin fee / account holder | $7,070 | $554+1176.7% | $9,284-23.9% | $521+1257.0% |