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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 | $66,184 | $50,947+29.9% | $74,551-11.2% | $64,173+3.1% |
| Participation rate | 68.2% | 61.1%+7.2pp | 69.1%-0.9pp | 69.6%-1.3pp |
| Annual return | -8.31% | -1.85%-6.5pp | 32.53%-40.8pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,006 | $1,115-9.8% | $1,961-48.7% | $2,381-57.7% |
| Participant deferral / active EE | $3,515 | $2,302+52.7% | $3,108+13.1% | $3,470+1.3% |
| Admin fee / account holder | $1,587 | $4,221-62.4% | $5,059-68.6% | $4,887-67.5% |