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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 | $66,098 | $59,813+10.5% | $79,580-16.9% | $68,486-3.5% |
| Participation rate | 55.6% | 61.1%-5.5pp | 69.5%-13.9pp | 67.9%-12.3pp |
| Annual return | -22.45% | -12.30%-10.2pp | 0.15%-22.6pp | -7.85%-14.6pp |
| Employer contribution / active EE | $1,314 | $1,505-12.7% | $2,413-45.6% | $2,597-49.4% |
| Participant deferral / active EE | $2,002 | $3,024-33.8% | $3,985-49.8% | $4,028-50.3% |
| Admin fee / account holder | $4,071 | $4,835-15.8% | $6,835-40.4% | $5,404-24.7% |