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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 | $69,842 | $81,870-14.7% | $119,634-41.6% | $68,490+2.0% |
| Participation rate | 42.1% | 71.9%-29.8pp | 79.3%-37.2pp | 67.9%-25.8pp |
| Annual return | -23.30% | -23.82%+0.5pp | -14.98%-8.3pp | -7.85%-15.4pp |
| Employer contribution / active EE | $1,475 | $2,692-45.2% | $4,232-65.1% | $2,597-43.2% |
| Participant deferral / active EE | $2,883 | $4,148-30.5% | $5,601-48.5% | $4,028-28.4% |
| Admin fee / account holder | $2,286 | $6,583-65.3% | $10,329-77.9% | $5,403-57.7% |