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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 | $77,483 | $43,344+78.8% | $59,899+29.4% | $64,173+20.7% |
| Participation rate | 41.4% | 69.2%-27.8pp | 74.7%-33.3pp | 69.6%-28.2pp |
| Annual return | -7.29% | -1.55%-5.7pp | 3.46%-10.8pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,334 | $2,030-34.3% | $2,723-51.0% | $2,381-44.0% |
| Participant deferral / active EE | $3,995 | $2,547+56.8% | $3,402+17.4% | $3,470+15.1% |
| Admin fee / account holder | $477 | $3,008-84.1% | $3,592-86.7% | $4,887-90.2% |