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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 | $73,154 | $93,598-21.8% | $135,974-46.2% | $75,173-2.7% |
| Participation rate | 57.9% | 75.2%-17.3pp | 81.9%-24.0pp | 67.2%-9.3pp |
| Annual return | -5.87% | 30.89%-36.8pp | 68.30%-74.2pp | 160.72%-166.6pp |
| Employer contribution / active EE | $4,256 | $3,538+20.3% | $4,859-12.4% | $2,671+59.4% |
| Participant deferral / active EE | $9,316 | $6,405+45.4% | $7,760+20.1% | $4,126+125.8% |
| Admin fee / account holder | $13,108 | $6,978+87.9% | $10,767+21.7% | $5,651+132.0% |