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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 | $53,802 | $57,541-6.5% | $95,740-43.8% | $75,173-28.4% |
| Participation rate | 68.3% | 62.5%+5.8pp | 72.3%-4.0pp | 67.2%+1.1pp |
| Annual return | -3.20% | 34.93%-38.1pp | 28.41%-31.6pp | 160.72%-163.9pp |
| Employer contribution / active EE | $1,399 | $1,808-22.6% | $2,836-50.7% | $2,671-47.6% |
| Participant deferral / active EE | $2,780 | $3,074-9.6% | $4,244-34.5% | $4,126-32.6% |
| Admin fee / account holder | $1,291 | $4,099-68.5% | $5,676-77.3% | $5,651-77.2% |