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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 | $64,829 | $65,704-1.3% | $94,229-31.2% | $59,633+8.7% |
| Participation rate | 68.9% | 72.1%-3.2pp | 78.8%-9.9pp | 68.7%+0.2pp |
| Annual return | -3.85% | 5.22%-9.1pp | 10.68%-14.5pp | 2041.45%-2045.3pp |
| Employer contribution / active EE | $2,129 | $2,021+5.3% | $3,587-40.7% | $2,203-3.4% |
| Participant deferral / active EE | $4,886 | $3,143+55.4% | $4,320+13.1% | $3,192+53.1% |
| Admin fee / account holder | $1,701 | $4,265-60.1% | $6,269-72.9% | $4,297-60.4% |