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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 | $145,992 | $114,013+28.0% | $103,693+40.8% | $155,188-5.9% |
| Participation rate | 55.6% | 75.2%-19.6pp | 72.6%-17.1pp | 80.8%-25.2pp |
| Annual return | -7.94% | 49.31%-57.3pp | 47.61%-55.6pp | 148.84%-156.8pp |
| Employer contribution / active EE | $2,214 | $3,131-29.3% | $2,920-24.2% | $4,248-47.9% |
| Participant deferral / active EE | $4,525 | $4,970-8.9% | $4,579-1.2% | $6,531-30.7% |
| Admin fee / account holder | $6,563 | $8,407-21.9% | $7,858-16.5% | $14,480-54.7% |