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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 | $72,318 | $50,958+41.9% | $74,552-3.0% | $64,181+12.7% |
| Participation rate | 69.4% | 61.1%+8.4pp | 69.1%+0.3pp | 69.6%-0.1pp |
| Annual return | -9.33% | -1.86%-7.5pp | 32.53%-41.9pp | 7.63%-17.0pp |
| Employer contribution / active EE | $2,435 | $1,115+118.3% | $1,961+24.2% | $2,381+2.3% |
| Participant deferral / active EE | $3,660 | $2,301+59.0% | $3,108+17.8% | $3,470+5.5% |
| Admin fee / account holder | $3,471 | $4,223-17.8% | $5,060-31.4% | $4,887-29.0% |