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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 | $46,807 | $59,834-21.8% | $79,576-41.2% | $68,495-31.7% |
| Participation rate | 68.0% | 61.1%+6.9pp | 69.5%-1.5pp | 67.9%+0.1pp |
| Annual return | -21.91% | -12.30%-9.6pp | 0.15%-22.1pp | -7.84%-14.1pp |
| Employer contribution / active EE | $1,368 | $1,505-9.1% | $2,413-43.3% | $2,596-47.3% |
| Participant deferral / active EE | $3,462 | $3,024+14.5% | $3,985-13.1% | $4,028-14.0% |
| Admin fee / account holder | $1,502 | $4,835-68.9% | $6,834-78.0% | $5,403-72.2% |