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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 | $75,385 | $56,894+32.5% | $84,753-11.1% | $62,881+19.9% |
| Participation rate | 66.7% | 68.5%-1.9pp | 76.6%-9.9pp | 69.3%-2.6pp |
| Annual return | -5.88% | 6.30%-12.2pp | 22.78%-28.7pp | 20.14%-26.0pp |
| Employer contribution / active EE | $1,041 | $2,400-56.6% | $3,574-70.9% | $2,281-54.3% |
| Participant deferral / active EE | $2,377 | $2,709-12.3% | $3,712-36.0% | $3,203-25.8% |
| Admin fee / account holder | $4,633 | $3,581+29.4% | $5,333-13.1% | $4,296+7.9% |