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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 | $57,731 | $73,848-21.8% | $143,799-59.9% | $68,486-15.7% |
| Participation rate | 67.4% | 66.7%+0.8pp | 80.3%-12.9pp | 67.9%-0.5pp |
| Annual return | -20.30% | 0.91%-21.2pp | -0.04%-20.3pp | -7.85%-12.4pp |
| Employer contribution / active EE | $4,882 | $3,184+53.3% | $4,952-1.4% | $2,597+88.0% |
| Participant deferral / active EE | $3,614 | $3,385+6.8% | $5,638-35.9% | $4,028-10.3% |
| Admin fee / account holder | $678 | $5,755-88.2% | $14,677-95.4% | $5,404-87.5% |