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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 | $73,220 | $61,660+18.7% | $80,022-8.5% | $64,181+14.1% |
| Participation rate | 68.4% | 71.7%-3.3pp | 75.8%-7.4pp | 69.6%-1.1pp |
| Annual return | -8.27% | -0.33%-7.9pp | 11.22%-19.5pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,086 | $1,810-40.0% | $2,468-56.0% | $2,381-54.4% |
| Participant deferral / active EE | $3,900 | $2,968+31.4% | $3,686+5.8% | $3,470+12.4% |
| Admin fee / account holder | $1,472 | $5,417-72.8% | $6,521-77.4% | $4,887-69.9% |