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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 | $59,085 | $45,872+28.8% | $77,081-23.3% | $68,495-13.7% |
| Participation rate | 62.1% | 55.9%+6.2pp | 67.9%-5.8pp | 67.9%-5.8pp |
| Annual return | -21.95% | 1.73%-23.7pp | 42.33%-64.3pp | -7.84%-14.1pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,813-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,790 | $2,963+27.9% | $4,428-14.4% | $4,028-5.9% |
| Admin fee / account holder | $1,018 | $3,041-66.5% | $5,427-81.2% | $5,403-81.2% |