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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 | $67,464 | $60,349+11.8% | $74,184-9.1% | $62,881+7.3% |
| Participation rate | 69.2% | 72.7%-3.5pp | 76.6%-7.4pp | 69.3%-0.1pp |
| Annual return | -0.79% | 21.38%-22.2pp | 17.74%-18.5pp | 20.14%-20.9pp |
| Employer contribution / active EE | $2,504 | $1,680+49.0% | $2,370+5.7% | $2,281+9.8% |
| Participant deferral / active EE | $2,540 | $2,856-11.1% | $3,550-28.4% | $3,203-20.7% |
| Admin fee / account holder | $32,688 | $4,261+667.2% | $5,586+485.2% | $4,296+661.0% |