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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 | $65,249 | $53,546+21.9% | $69,884-6.6% | $68,486-4.7% |
| Participation rate | 69.3% | 64.5%+4.8pp | 70.5%-1.2pp | 67.9%+1.4pp |
| Annual return | -19.66% | -13.87%-5.8pp | 190.81%-210.5pp | -7.85%-11.8pp |
| Employer contribution / active EE | $2,685 | $2,019+33.0% | $2,560+4.9% | $2,597+3.4% |
| Participant deferral / active EE | $8,759 | $2,957+196.2% | $3,848+127.6% | $4,028+117.5% |
| Admin fee / account holder | $4,312 | $4,693-8.1% | $6,266-31.2% | $5,404-20.2% |