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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 | $75,566 | $64,719+16.8% | $112,249-32.7% | $68,486+10.3% |
| Participation rate | 43.9% | 67.2%-23.2pp | 75.1%-31.2pp | 67.9%-24.0pp |
| Annual return | -20.45% | -11.40%-9.0pp | 27.48%-47.9pp | -7.85%-12.6pp |
| Employer contribution / active EE | $2,154 | $2,747-21.6% | $3,636-40.8% | $2,597-17.0% |
| Participant deferral / active EE | $3,788 | $3,565+6.2% | $4,729-19.9% | $4,028-6.0% |
| Admin fee / account holder | $1,010 | $5,232-80.7% | $6,412-84.2% | $5,404-81.3% |