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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 | $65,492 | $50,947+28.5% | $74,551-12.2% | $64,173+2.1% |
| Participation rate | 59.3% | 61.1%-1.8pp | 69.1%-9.9pp | 69.6%-10.3pp |
| Annual return | -8.02% | -1.85%-6.2pp | 32.53%-40.6pp | 7.63%-15.7pp |
| Employer contribution / active EE | $763 | $1,115-31.6% | $1,961-61.1% | $2,381-68.0% |
| Participant deferral / active EE | $2,440 | $2,302+6.0% | $3,108-21.5% | $3,470-29.7% |
| Admin fee / account holder | $5,936 | $4,221+40.6% | $5,059+17.3% | $4,887+21.5% |