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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 | $88,675 | $46,697+89.9% | $117,533-24.6% | $68,486+29.5% |
| Participation rate | 54.1% | 56.8%-2.7pp | 70.6%-16.5pp | 67.9%-13.8pp |
| Annual return | -19.63% | -14.52%-5.1pp | 29.77%-49.4pp | -7.85%-11.8pp |
| Employer contribution / active EE | $1,678 | $1,506+11.4% | $4,179-59.9% | $2,597-35.4% |
| Participant deferral / active EE | $3,818 | $2,637+44.8% | $4,072-6.2% | $4,028-5.2% |
| Admin fee / account holder | $602 | $4,023-85.0% | $5,647-89.3% | $5,404-88.9% |