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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 | $73,223 | $76,551-4.3% | $123,894-40.9% | $62,881+16.4% |
| Participation rate | 62.1% | 73.0%-10.9pp | 81.4%-19.3pp | 69.3%-7.2pp |
| Annual return | -1.74% | 18.68%-20.4pp | 47.52%-49.3pp | 20.14%-21.9pp |
| Employer contribution / active EE | $1,553 | $2,882-46.1% | $4,617-66.4% | $2,281-31.9% |
| Participant deferral / active EE | $2,404 | $4,840-50.3% | $5,984-59.8% | $3,203-24.9% |
| Admin fee / account holder | $3,502 | $4,826-27.4% | $8,357-58.1% | $4,296-18.5% |