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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 | $79,864 | $56,894+40.4% | $84,753-5.8% | $62,881+27.0% |
| Participation rate | 69.2% | 68.5%+0.7pp | 76.6%-7.4pp | 69.3%-0.1pp |
| Annual return | -0.81% | 6.30%-7.1pp | 22.78%-23.6pp | 20.14%-21.0pp |
| Employer contribution / active EE | $1,535 | $2,400-36.0% | $3,574-57.1% | $2,281-32.7% |
| Participant deferral / active EE | $4,121 | $2,709+52.1% | $3,712+11.0% | $3,203+28.6% |
| Admin fee / account holder | $895 | $3,581-75.0% | $5,333-83.2% | $4,296-79.2% |