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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 | $50,098 | $50,947-1.7% | $74,549-32.8% | $64,173-21.9% |
| Participation rate | 62.9% | 61.1%+1.8pp | 69.1%-6.2pp | 69.6%-6.7pp |
| Annual return | -8.03% | -1.85%-6.2pp | 32.53%-40.6pp | 7.63%-15.7pp |
| Employer contribution / active EE | $665 | $1,115-40.4% | $1,961-66.1% | $2,381-72.1% |
| Participant deferral / active EE | $3,061 | $2,302+33.0% | $3,108-1.5% | $3,470-11.8% |
| Admin fee / account holder | $2,232 | $4,221-47.1% | $5,059-55.9% | $4,887-54.3% |