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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 | $104,432 | $46,689+123.7% | $117,498-11.1% | $68,495+52.5% |
| Participation rate | 66.7% | 56.8%+9.9pp | 70.6%-3.9pp | 67.9%-1.2pp |
| Annual return | -22.41% | -14.52%-7.9pp | 29.75%-52.2pp | -7.84%-14.6pp |
| Employer contribution / active EE | $1,343 | $1,505-10.7% | $4,178-67.8% | $2,596-48.3% |
| Participant deferral / active EE | $5,657 | $2,637+114.5% | $4,071+38.9% | $4,028+40.4% |
| Admin fee / account holder | $840 | $4,021-79.1% | $5,646-85.1% | $5,403-84.5% |