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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 | $127,076 | $110,083+15.4% | $151,645-16.2% | $68,490+85.5% |
| Participation rate | 64.9% | 84.0%-19.0pp | 87.5%-22.6pp | 67.9%-3.0pp |
| Annual return | -21.38% | -10.12%-11.3pp | 3.34%-24.7pp | -7.85%-13.5pp |
| Employer contribution / active EE | $1,885 | $4,470-57.8% | $6,165-69.4% | $2,597-27.4% |
| Participant deferral / active EE | $3,643 | $6,526-44.2% | $8,363-56.4% | $4,028-9.6% |
| Admin fee / account holder | $4,024 | $7,718-47.9% | $11,614-65.3% | $5,403-25.5% |