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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 | $69,769 | $62,586+11.5% | $76,766-9.1% | $64,181+8.7% |
| Participation rate | 68.0% | 72.8%-4.8pp | 77.0%-8.9pp | 69.6%-1.5pp |
| Annual return | -7.55% | -1.95%-5.6pp | 2.43%-10.0pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,396 | $1,832-23.8% | $2,485-43.8% | $2,381-41.4% |
| Participant deferral / active EE | $4,137 | $3,145+31.6% | $3,851+7.4% | $3,470+19.2% |
| Admin fee / account holder | $1,168 | $4,667-75.0% | $6,675-82.5% | $4,887-76.1% |