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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 | $65,658 | $64,729+1.4% | $112,263-41.5% | $68,490-4.1% |
| Participation rate | 68.6% | 67.2%+1.4pp | 75.1%-6.5pp | 67.9%+0.7pp |
| Annual return | -20.00% | -11.40%-8.6pp | 27.49%-47.5pp | -7.85%-12.1pp |
| Employer contribution / active EE | $1,799 | $2,746-34.5% | $3,636-50.5% | $2,597-30.7% |
| Participant deferral / active EE | $4,278 | $3,566+20.0% | $4,729-9.5% | $4,028+6.2% |
| Admin fee / account holder | $9,260 | $5,222+77.3% | $6,410+44.5% | $5,403+71.4% |