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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 | $63,755 | $67,411-5.4% | $91,004-29.9% | $70,126-9.1% |
| Participation rate | 52.3% | 71.4%-19.1pp | 75.6%-23.3pp | 69.5%-17.2pp |
| Annual return | 10.93% | -40.16%+51.1pp | 4.60%+6.3pp | 73.15%-62.2pp |
| Employer contribution / active EE | $360 | $1,786-79.8% | $2,456-85.3% | $2,343-84.6% |
| Participant deferral / active EE | $1,800 | $2,823-36.2% | $3,548-49.2% | $3,332-46.0% |
| Admin fee / account holder | $18,079 | $4,236+326.8% | $5,417+233.7% | $4,645+289.2% |