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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 | $67,510 | $72,273-6.6% | $101,275-33.3% | $79,856-15.5% |
| Participation rate | 68.8% | 68.5%+0.3pp | 75.8%-7.1pp | 69.6%-0.9pp |
| Annual return | -7.83% | 22.30%-30.1pp | 46.48%-54.3pp | 31.71%-39.5pp |
| Employer contribution / active EE | $1,746 | $2,691-35.1% | $3,660-52.3% | $2,471-29.4% |
| Participant deferral / active EE | $3,191 | $3,282-2.8% | $4,371-27.0% | $3,741-14.7% |
| Admin fee / account holder | $2,203 | $4,401-49.9% | $5,948-63.0% | $5,306-58.5% |