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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 | $42,707 | $64,716-34.0% | $112,258-62.0% | $68,495-37.6% |
| Participation rate | 69.2% | 67.2%+2.1pp | 75.1%-5.8pp | 67.9%+1.3pp |
| Annual return | -20.64% | -11.40%-9.2pp | 27.47%-48.1pp | -7.84%-12.8pp |
| Employer contribution / active EE | $949 | $2,746-65.4% | $3,636-73.9% | $2,596-63.4% |
| Participant deferral / active EE | $1,530 | $3,565-57.1% | $4,728-67.7% | $4,028-62.0% |
| Admin fee / account holder | $1,322 | $5,232-74.7% | $6,411-79.4% | $5,403-75.5% |