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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 | $47,708 | $41,981+13.6% | $63,412-24.8% | $59,633-20.0% |
| Participation rate | 64.0% | 60.3%+3.7pp | 67.1%-3.1pp | 68.7%-4.7pp |
| Annual return | -16.25% | 13.04%-29.3pp | 4.04%-20.3pp | 2041.40%-2057.7pp |
| Employer contribution / active EE | $1,461 | $1,287+13.5% | $1,814-19.5% | $2,203-33.7% |
| Participant deferral / active EE | $3,199 | $2,002+59.8% | $2,496+28.2% | $3,192+0.2% |
| Admin fee / account holder | $2,415 | $3,509-31.2% | $3,753-35.7% | $4,297-43.8% |