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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 | $82,417 | $56,339+46.3% | $104,301-21.0% | $68,495+20.3% |
| Participation rate | 64.7% | 63.3%+1.4pp | 73.3%-8.6pp | 67.9%-3.2pp |
| Annual return | -20.32% | -9.19%-11.1pp | 24.61%-44.9pp | -7.84%-12.5pp |
| Employer contribution / active EE | $2,160 | $1,960+10.2% | $3,373-36.0% | $2,596-16.8% |
| Participant deferral / active EE | $3,503 | $3,077+13.8% | $4,626-24.3% | $4,028-13.0% |
| Admin fee / account holder | $7,332 | $4,902+49.6% | $7,340-0.1% | $5,403+35.7% |