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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 | $79,835 | $56,339+41.7% | $104,301-23.5% | $68,495+16.6% |
| Participation rate | 64.7% | 63.3%+1.4pp | 73.3%-8.6pp | 67.9%-3.2pp |
| Annual return | -20.44% | -9.19%-11.3pp | 24.61%-45.1pp | -7.84%-12.6pp |
| Employer contribution / active EE | $1,479 | $1,960-24.5% | $3,373-56.1% | $2,596-43.0% |
| Participant deferral / active EE | $3,643 | $3,077+18.4% | $4,626-21.2% | $4,028-9.5% |
| Admin fee / account holder | $2,328 | $4,902-52.5% | $7,340-68.3% | $5,403-56.9% |