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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 | $80,681 | $46,689+72.8% | $117,498-31.3% | $68,495+17.8% |
| Participation rate | 48.3% | 56.8%-8.5pp | 70.6%-22.3pp | 67.9%-19.6pp |
| Annual return | -23.32% | -14.52%-8.8pp | 29.75%-53.1pp | -7.84%-15.5pp |
| Employer contribution / active EE | $1,345 | $1,505-10.6% | $4,178-67.8% | $2,596-48.2% |
| Participant deferral / active EE | $2,727 | $2,637+3.4% | $4,071-33.0% | $4,028-32.3% |
| Admin fee / account holder | $3,327 | $4,021-17.3% | $5,646-41.1% | $5,403-38.4% |