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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 | $73,732 | $64,719+13.9% | $112,249-34.3% | $68,486+7.7% |
| Participation rate | 59.1% | 67.2%-8.1pp | 75.1%-16.0pp | 67.9%-8.8pp |
| Annual return | -23.44% | -11.40%-12.0pp | 27.48%-50.9pp | -7.85%-15.6pp |
| Employer contribution / active EE | $2,680 | $2,747-2.4% | $3,636-26.3% | $2,597+3.2% |
| Participant deferral / active EE | $5,736 | $3,565+60.9% | $4,729+21.3% | $4,028+42.4% |
| Admin fee / account holder | $377 | $5,232-92.8% | $6,412-94.1% | $5,404-93.0% |