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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 | $63,461 | $46,697+35.9% | $117,529-46.0% | $68,490-7.3% |
| Participation rate | 65.5% | 56.8%+8.7pp | 70.6%-5.1pp | 67.9%-2.4pp |
| Annual return | -19.55% | -14.52%-5.0pp | 29.77%-49.3pp | -7.85%-11.7pp |
| Employer contribution / active EE | $2,055 | $1,506+36.5% | $4,179-50.8% | $2,597-20.9% |
| Participant deferral / active EE | $3,915 | $2,637+48.4% | $4,072-3.9% | $4,028-2.8% |
| Admin fee / account holder | $2,790 | $4,023-30.7% | $5,645-50.6% | $5,403-48.4% |