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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 | $98,331 | $53,546+83.6% | $69,890+40.7% | $68,490+43.6% |
| Participation rate | 64.6% | 64.5%+0.1pp | 70.5%-5.9pp | 67.9%-3.3pp |
| Annual return | -22.52% | -13.87%-8.6pp | 190.84%-213.4pp | -7.85%-14.7pp |
| Employer contribution / active EE | $2,304 | $2,019+14.1% | $2,560-10.0% | $2,597-11.3% |
| Participant deferral / active EE | $4,277 | $2,957+44.6% | $3,848+11.1% | $4,028+6.2% |
| Admin fee / account holder | $665 | $4,693-85.8% | $6,267-89.4% | $5,403-87.7% |