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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 | $114,687 | $110,083+4.2% | $151,639-24.4% | $68,486+67.5% |
| Participation rate | 65.0% | 84.0%-19.0pp | 87.5%-22.5pp | 67.9%-2.9pp |
| Annual return | -20.44% | -10.12%-10.3pp | 3.34%-23.8pp | -7.85%-12.6pp |
| Employer contribution / active EE | $7,322 | $4,470+63.8% | $6,165+18.8% | $2,597+182.0% |
| Participant deferral / active EE | $13,170 | $6,526+101.8% | $8,363+57.5% | $4,028+227.0% |
| Admin fee / account holder | $8,551 | $7,718+10.8% | $11,613-26.4% | $5,404+58.2% |