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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 | $57,246 | $49,280+16.2% | $67,313-15.0% | $64,173-10.8% |
| Participation rate | 68.9% | 60.8%+8.1pp | 69.1%-0.2pp | 69.6%-0.7pp |
| Annual return | -8.34% | -1.39%-6.9pp | -4.08%-4.3pp | 7.63%-16.0pp |
| Employer contribution / active EE | $1,691 | $1,668+1.4% | $2,566-34.1% | $2,381-29.0% |
| Participant deferral / active EE | $4,394 | $2,484+76.9% | $3,568+23.1% | $3,470+26.6% |
| Admin fee / account holder | $1,478 | $3,863-61.7% | $4,507-67.2% | $4,887-69.8% |