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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 | $65,755 | $64,719+1.6% | $112,249-41.4% | $68,486-4.0% |
| Participation rate | 59.1% | 67.2%-8.1pp | 75.1%-16.0pp | 67.9%-8.8pp |
| Annual return | -21.89% | -11.40%-10.5pp | 27.48%-49.4pp | -7.85%-14.0pp |
| Employer contribution / active EE | $2,445 | $2,747-11.0% | $3,636-32.7% | $2,597-5.8% |
| Participant deferral / active EE | $4,196 | $3,565+17.7% | $4,729-11.3% | $4,028+4.2% |
| Admin fee / account holder | $3,202 | $5,232-38.8% | $6,412-50.1% | $5,404-40.7% |