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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 | $76,957 | $59,819+28.6% | $79,583-3.3% | $68,490+12.4% |
| Participation rate | 52.3% | 61.1%-8.8pp | 69.5%-17.2pp | 67.9%-15.6pp |
| Annual return | -19.44% | -12.30%-7.1pp | 0.16%-19.6pp | -7.85%-11.6pp |
| Employer contribution / active EE | $1,558 | $1,505+3.5% | $2,414-35.5% | $2,597-40.0% |
| Participant deferral / active EE | $4,660 | $3,025+54.1% | $3,986+16.9% | $4,028+15.7% |
| Admin fee / account holder | $4,292 | $4,835-11.2% | $6,835-37.2% | $5,403-20.6% |