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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 | $46,689+89.9% | $117,498-24.5% | $68,495+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 | 29.75%-49.4pp | -7.84%-11.8pp |
| Employer contribution / active EE | $1,678 | $1,505+11.5% | $4,178-59.8% | $2,596-35.4% |
| Participant deferral / active EE | $3,818 | $2,637+44.8% | $4,071-6.2% | $4,028-5.2% |
| Admin fee / account holder | $602 | $4,021-85.0% | $5,646-89.3% | $5,403-88.9% |