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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 | $64,530 | $60,349+6.9% | $74,184-13.0% | $62,881+2.6% |
| Participation rate | 62.5% | 72.7%-10.2pp | 76.6%-14.1pp | 69.3%-6.8pp |
| Annual return | -5.37% | 21.38%-26.7pp | 17.74%-23.1pp | 20.14%-25.5pp |
| Employer contribution / active EE | $1,314 | $1,680-21.8% | $2,370-44.6% | $2,281-42.4% |
| Participant deferral / active EE | $1,595 | $2,856-44.2% | $3,550-55.1% | $3,203-50.2% |
| Admin fee / account holder | $4,906 | $4,261+15.1% | $5,586-12.2% | $4,296+14.2% |