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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 | $83,327 | $48,267+72.6% | $68,808+21.1% | $68,486+21.7% |
| Participation rate | 68.0% | 60.7%+7.3pp | 69.0%-1.0pp | 67.9%+0.1pp |
| Annual return | -19.76% | -12.70%-7.1pp | -6.37%-13.4pp | -7.85%-11.9pp |
| Employer contribution / active EE | $1,550 | $1,829-15.2% | $2,656-41.6% | $2,597-40.3% |
| Participant deferral / active EE | $3,378 | $2,867+17.8% | $3,942-14.3% | $4,028-16.1% |
| Admin fee / account holder | $800 | $4,362-81.7% | $4,936-83.8% | $5,404-85.2% |