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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 | $83,879 | $77,817+7.8% | $123,553-32.1% | $64,173+30.7% |
| Participation rate | 46.8% | 74.7%-27.9pp | 82.3%-35.5pp | 69.6%-22.7pp |
| Annual return | -19.15% | 12.49%-31.6pp | 119.21%-138.4pp | 7.63%-26.8pp |
| Employer contribution / active EE | $1,298 | $3,014-56.9% | $4,628-72.0% | $2,381-45.5% |
| Participant deferral / active EE | $2,374 | $5,240-54.7% | $6,426-63.1% | $3,470-31.6% |
| Admin fee / account holder | $3,002 | $5,519-45.6% | $9,284-67.7% | $4,887-38.6% |