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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 | $104,925 | $64,729+62.1% | $112,263-6.5% | $68,490+53.2% |
| Participation rate | 69.2% | 67.2%+2.1pp | 75.1%-5.8pp | 67.9%+1.3pp |
| Annual return | -22.10% | -11.40%-10.7pp | 27.49%-49.6pp | -7.85%-14.3pp |
| Employer contribution / active EE | $1,261 | $2,746-54.1% | $3,636-65.3% | $2,597-51.4% |
| Participant deferral / active EE | $5,140 | $3,566+44.2% | $4,729+8.7% | $4,028+27.6% |
| Admin fee / account holder | $2,368 | $5,222-54.7% | $6,410-63.1% | $5,403-56.2% |