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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 | $65,196 | $43,333+50.5% | $59,883+8.9% | $64,186+1.6% |
| Participation rate | 69.2% | 69.2%+0.1pp | 74.7%-5.5pp | 69.6%-0.3pp |
| Annual return | -7.62% | -1.55%-6.1pp | 3.46%-11.1pp | 7.63%-15.3pp |
| Employer contribution / active EE | $2,107 | $2,029+3.9% | $2,722-22.6% | $2,381-11.5% |
| Participant deferral / active EE | $4,443 | $2,547+74.5% | $3,402+30.6% | $3,470+28.1% |
| Admin fee / account holder | $2,720 | $3,006-9.5% | $3,591-24.2% | $4,888-44.3% |