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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 | $60,413 | $52,884+14.2% | $84,753-28.7% | $55,167+9.5% |
| Participation rate | 63.2% | 67.5%-4.4pp | 76.6%-13.4pp | 69.0%-5.8pp |
| Annual return | -1.57% | 18.03%-19.6pp | 22.78%-24.4pp | 169.23%-170.8pp |
| Employer contribution / active EE | $3,509 | $2,233+57.1% | $3,574-1.8% | $1,963+78.8% |
| Participant deferral / active EE | $2,589 | $2,644-2.1% | $3,712-30.2% | $3,054-15.2% |
| Admin fee / account holder | $4,014 | $581+591.2% | $5,333-24.7% | $504+696.6% |