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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 | $35,251 | $43,730-19.4% | $121,220-70.9% | $64,173-45.1% |
| Participation rate | 61.8% | 58.3%+3.4pp | 71.8%-10.0pp | 69.6%-7.8pp |
| Annual return | -8.70% | 68.94%-77.6pp | 16.94%-25.6pp | 7.63%-16.3pp |
| Employer contribution / active EE | $1,011 | $1,297-22.0% | $4,023-74.9% | $2,381-57.5% |
| Participant deferral / active EE | $2,328 | $2,281+2.1% | $3,345-30.4% | $3,470-32.9% |
| Admin fee / account holder | $1,141 | $3,502-67.4% | $5,021-77.3% | $4,887-76.6% |