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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 | $93,536 | $71,873+30.1% | $86,698+7.9% | $68,490+36.6% |
| Participation rate | 65.9% | 72.2%-6.4pp | 76.6%-10.7pp | 67.9%-2.0pp |
| Annual return | -46.51% | 3.54%-50.0pp | 35.96%-82.5pp | -7.85%-38.7pp |
| Employer contribution / active EE | $6,286 | $2,173+189.2% | $2,837+121.6% | $2,597+142.1% |
| Participant deferral / active EE | $8,761 | $3,779+131.8% | $4,656+88.2% | $4,028+117.5% |
| Admin fee / account holder | $4,614 | $6,110-24.5% | $7,492-38.4% | $5,403-14.6% |