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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 | $94,456 | $77,816+21.4% | $123,552-23.5% | $64,173+47.2% |
| Participation rate | 67.7% | 74.7%-7.0pp | 82.3%-14.6pp | 69.6%-1.8pp |
| Annual return | -9.11% | 12.49%-21.6pp | 119.20%-128.3pp | 7.63%-16.7pp |
| Employer contribution / active EE | $1,271 | $3,014-57.8% | $4,628-72.5% | $2,381-46.6% |
| Participant deferral / active EE | $3,081 | $5,240-41.2% | $6,426-52.1% | $3,470-11.2% |
| Admin fee / account holder | $3,061 | $5,519-44.5% | $9,285-67.0% | $4,887-37.4% |