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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 | $56,930 | $73,839-22.9% | $143,788-60.4% | $68,495-16.9% |
| Participation rate | 68.6% | 66.7%+1.9pp | 80.3%-11.7pp | 67.9%+0.7pp |
| Annual return | -20.33% | 1.01%-21.3pp | -0.03%-20.3pp | -7.84%-12.5pp |
| Employer contribution / active EE | $3,032 | $3,184-4.8% | $4,952-38.8% | $2,596+16.8% |
| Participant deferral / active EE | $5,489 | $3,384+62.2% | $5,638-2.6% | $4,028+36.3% |
| Admin fee / account holder | $1,928 | $5,755-66.5% | $14,675-86.9% | $5,403-64.3% |