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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 | $71,384 | $67,411+5.9% | $91,004-21.6% | $70,126+1.8% |
| Participation rate | 63.1% | 71.4%-8.3pp | 75.6%-12.5pp | 69.5%-6.5pp |
| Annual return | 10.12% | -40.16%+50.3pp | 4.60%+5.5pp | 73.15%-63.0pp |
| Employer contribution / active EE | $1,131 | $1,786-36.7% | $2,456-53.9% | $2,343-51.7% |
| Participant deferral / active EE | $2,790 | $2,823-1.1% | $3,548-21.3% | $3,332-16.2% |
| Admin fee / account holder | $7,466 | $4,236+76.2% | $5,417+37.8% | $4,645+60.7% |