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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 | $51,902 | $46,697+11.1% | $117,533-55.8% | $68,486-24.2% |
| Participation rate | 68.0% | 56.8%+11.2pp | 70.6%-2.6pp | 67.9%+0.1pp |
| Annual return | -22.18% | -14.52%-7.7pp | 29.77%-51.9pp | -7.85%-14.3pp |
| Employer contribution / active EE | $1,767 | $1,506+17.4% | $4,179-57.7% | $2,597-31.9% |
| Participant deferral / active EE | $3,330 | $2,637+26.3% | $4,072-18.2% | $4,028-17.3% |
| Admin fee / account holder | $480 | $4,023-88.1% | $5,647-91.5% | $5,404-91.1% |