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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 | $57,124 | $45,872+24.5% | $77,081-25.9% | $68,495-16.6% |
| Participation rate | 60.0% | 55.9%+4.1pp | 67.9%-7.9pp | 67.9%-7.9pp |
| Annual return | -22.52% | 1.73%-24.2pp | 42.33%-64.8pp | -7.84%-14.7pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,813-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,395 | $2,963+48.3% | $4,428-0.7% | $4,028+9.1% |
| Admin fee / account holder | $750 | $3,041-75.3% | $5,427-86.2% | $5,403-86.1% |