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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 | $67,193 | $59,123+13.6% | $77,183-12.9% | $75,181-10.6% |
| Participation rate | 56.5% | 63.9%-7.3pp | 69.6%-13.1pp | 67.2%-10.7pp |
| Annual return | -7.54% | 26.72%-34.3pp | 37.89%-45.4pp | 160.69%-168.2pp |
| Employer contribution / active EE | $1,383 | $1,996-30.7% | $2,534-45.4% | $2,671-48.2% |
| Participant deferral / active EE | $2,406 | $2,999-19.8% | $3,833-37.2% | $4,126-41.7% |
| Admin fee / account holder | $5,186 | $4,776+8.6% | $5,475-5.3% | $5,650-8.2% |