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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 | $54,840 | $45,438+20.7% | $80,004-31.5% | $59,633-8.0% |
| Participation rate | 69.6% | 63.7%+5.9pp | 73.0%-3.4pp | 68.7%+1.0pp |
| Annual return | -4.02% | 5.10%-9.1pp | 7.63%-11.7pp | 2041.45%-2045.5pp |
| Employer contribution / active EE | $2,347 | $1,236+90.0% | $2,473-5.1% | $2,203+6.6% |
| Participant deferral / active EE | $3,817 | $2,231+71.1% | $3,204+19.1% | $3,192+19.6% |
| Admin fee / account holder | $1,775 | $3,464-48.8% | $5,033-64.7% | $4,297-58.7% |