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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 | $81,078 | $72,269+12.2% | $101,271-19.9% | $79,852+1.5% |
| Participation rate | 56.3% | 68.5%-12.2pp | 75.8%-19.6pp | 69.6%-13.4pp |
| Annual return | -4.99% | 22.29%-27.3pp | 46.48%-51.5pp | 31.72%-36.7pp |
| Employer contribution / active EE | $1,741 | $2,692-35.3% | $3,660-52.4% | $2,471-29.5% |
| Participant deferral / active EE | $3,844 | $3,282+17.1% | $4,371-12.1% | $3,740+2.8% |
| Admin fee / account holder | $1,615 | $4,401-63.3% | $5,948-72.9% | $5,306-69.6% |