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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 | $86,584 | $59,819+44.7% | $79,583+8.8% | $68,490+26.4% |
| Participation rate | 59.3% | 61.1%-1.8pp | 69.5%-10.2pp | 67.9%-8.6pp |
| Annual return | -23.41% | -12.30%-11.1pp | 0.16%-23.6pp | -7.85%-15.6pp |
| Employer contribution / active EE | $2,124 | $1,505+41.1% | $2,414-12.0% | $2,597-18.2% |
| Participant deferral / active EE | $3,714 | $3,025+22.8% | $3,986-6.8% | $4,028-7.8% |
| Admin fee / account holder | $1,210 | $4,835-75.0% | $6,835-82.3% | $5,403-77.6% |