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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 | $58,776 | $63,703-7.7% | $93,063-36.8% | $82,448-28.7% |
| Participation rate | 58.6% | 63.8%-5.2pp | 72.1%-13.5pp | 68.1%-9.4pp |
| Annual return | 11.15% | -775.43%+786.6pp | 34.15%-23.0pp | 41.64%-30.5pp |
| Employer contribution / active EE | $1,025 | $1,729-40.7% | $2,476-58.6% | $2,551-59.8% |
| Participant deferral / active EE | $3,260 | $2,919+11.7% | $3,958-17.6% | $4,139-21.2% |
| Admin fee / account holder | $1,262 | $5,982-78.9% | $6,033-79.1% | $7,234-82.5% |