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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 | $66,212 | $50,947+30.0% | $74,549-11.2% | $64,173+3.2% |
| Participation rate | 69.8% | 61.1%+8.7pp | 69.1%+0.6pp | 69.6%+0.2pp |
| Annual return | -8.18% | -1.85%-6.3pp | 32.53%-40.7pp | 7.63%-15.8pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,764 | $2,302+63.5% | $3,108+21.1% | $3,470+8.5% |
| Admin fee / account holder | $6,134 | $4,221+45.3% | $5,059+21.3% | $4,887+25.5% |