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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 | $95,960 | $110,083-12.8% | $151,639-36.7% | $68,486+40.1% |
| Participation rate | 68.0% | 84.0%-16.0pp | 87.5%-19.5pp | 67.9%+0.1pp |
| Annual return | -21.41% | -10.12%-11.3pp | 3.34%-24.8pp | -7.85%-13.6pp |
| Employer contribution / active EE | $2,586 | $4,470-42.2% | $6,165-58.1% | $2,597-0.4% |
| Participant deferral / active EE | $7,777 | $6,526+19.2% | $8,363-7.0% | $4,028+93.1% |
| Admin fee / account holder | $984 | $7,718-87.2% | $11,613-91.5% | $5,404-81.8% |