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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 | $54,583 | $59,819-8.8% | $79,583-31.4% | $68,490-20.3% |
| Participation rate | 63.8% | 61.1%+2.8pp | 69.5%-5.7pp | 67.9%-4.1pp |
| Annual return | -21.26% | -12.30%-9.0pp | 0.16%-21.4pp | -7.85%-13.4pp |
| Employer contribution / active EE | $489 | $1,505-67.5% | $2,414-79.7% | $2,597-81.2% |
| Participant deferral / active EE | $4,088 | $3,025+35.2% | $3,986+2.6% | $4,028+1.5% |
| Admin fee / account holder | $5,915 | $4,835+22.3% | $6,835-13.5% | $5,403+9.5% |