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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 | $61,354 | $70,002-12.4% | $115,037-46.7% | $52,331+17.2% |
| Participation rate | 62.5% | 72.1%-9.6pp | 81.4%-18.9pp | 68.1%-5.6pp |
| Annual return | -1.52% | 4.04%-5.6pp | 26.14%-27.7pp | 4.54%-6.1pp |
| Employer contribution / active EE | $3,490 | $2,715+28.5% | $4,608-24.3% | $1,882+85.5% |
| Participant deferral / active EE | $3,959 | $4,920-19.5% | $6,026-34.3% | $3,022+31.0% |
| Admin fee / account holder | $1,916 | $566+238.5% | $8,175-76.6% | $592+223.9% |