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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 | $94,713 | $77,816+21.7% | $123,552-23.3% | $64,173+47.6% |
| Participation rate | 62.5% | 74.7%-12.2pp | 82.3%-19.8pp | 69.6%-7.1pp |
| Annual return | -8.44% | 12.49%-20.9pp | 119.20%-127.6pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,082 | $3,014-64.1% | $4,628-76.6% | $2,381-54.5% |
| Participant deferral / active EE | $5,815 | $5,240+11.0% | $6,426-9.5% | $3,470+67.6% |
| Admin fee / account holder | $2,112 | $5,519-61.7% | $9,285-77.3% | $4,887-56.8% |