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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 | $92,562 | $91,911+0.7% | $68,612+34.9% | $135,380-31.6% |
| Participation rate | 52.2% | 76.7%-24.6pp | 72.2%-20.1pp | 82.6%-30.5pp |
| Annual return | -10.06% | -8.22%-1.8pp | -4.63%-5.4pp | 519.81%-529.9pp |
| Employer contribution / active EE | $1,619 | $3,924-58.7% | $2,625-38.3% | $4,779-66.1% |
| Participant deferral / active EE | $2,034 | $4,315-52.9% | $3,311-38.6% | $5,609-63.7% |
| Admin fee / account holder | $2,412 | $9,240-73.9% | $5,131-53.0% | $10,828-77.7% |