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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 | $63,074 | $72,177-12.6% | $115,038-45.2% | $59,633+5.8% |
| Participation rate | 69.2% | 72.6%-3.3pp | 81.4%-12.1pp | 68.7%+0.6pp |
| Annual return | -3.72% | 12.02%-15.7pp | 26.14%-29.9pp | 2041.45%-2045.2pp |
| Employer contribution / active EE | $1,759 | $2,841-38.1% | $4,608-61.8% | $2,203-20.2% |
| Participant deferral / active EE | $8,169 | $4,783+70.8% | $6,026+35.6% | $3,192+155.9% |
| Admin fee / account holder | $3,913 | $4,927-20.6% | $8,175-52.1% | $4,297-8.9% |