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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 | $75,127 | $56,339+33.3% | $104,301-28.0% | $68,495+9.7% |
| Participation rate | 65.9% | 63.3%+2.6pp | 73.3%-7.4pp | 67.9%-2.0pp |
| Annual return | -19.23% | -9.19%-10.0pp | 24.61%-43.8pp | -7.84%-11.4pp |
| Employer contribution / active EE | $973 | $1,960-50.4% | $3,373-71.2% | $2,596-62.5% |
| Participant deferral / active EE | $1,734 | $3,077-43.6% | $4,626-62.5% | $4,028-56.9% |
| Admin fee / account holder | $11,669 | $4,902+138.1% | $7,340+59.0% | $5,403+116.0% |