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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 | $65,174 | $59,813+9.0% | $79,580-18.1% | $68,486-4.8% |
| Participation rate | 63.2% | 61.1%+2.1pp | 69.5%-6.3pp | 67.9%-4.7pp |
| Annual return | -20.65% | -12.30%-8.4pp | 0.15%-20.8pp | -7.85%-12.8pp |
| Employer contribution / active EE | $2,592 | $1,505+72.2% | $2,413+7.4% | $2,597-0.2% |
| Participant deferral / active EE | $4,446 | $3,024+47.0% | $3,985+11.6% | $4,028+10.4% |
| Admin fee / account holder | $5,673 | $4,835+17.3% | $6,835-17.0% | $5,404+5.0% |