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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 | $59,589 | $59,819-0.4% | $79,583-25.1% | $68,490-13.0% |
| Participation rate | 62.7% | 61.1%+1.7pp | 69.5%-6.7pp | 67.9%-5.2pp |
| Annual return | -20.98% | -12.30%-8.7pp | 0.16%-21.1pp | -7.85%-13.1pp |
| Employer contribution / active EE | $1,000 | $1,505-33.5% | $2,414-58.6% | $2,597-61.5% |
| Participant deferral / active EE | $2,301 | $3,025-23.9% | $3,986-42.3% | $4,028-42.9% |
| Admin fee / account holder | $14,759 | $4,835+205.2% | $6,835+115.9% | $5,403+173.2% |