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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 | $77,969 | $73,009+6.8% | $90,760-14.1% | $68,486+13.8% |
| Participation rate | 45.9% | 70.8%-24.9pp | 75.7%-29.7pp | 67.9%-21.9pp |
| Annual return | -19.85% | -13.81%-6.0pp | -12.16%-7.7pp | -7.85%-12.0pp |
| Employer contribution / active EE | $802 | $2,193-63.4% | $2,922-72.6% | $2,597-69.1% |
| Participant deferral / active EE | $1,652 | $3,626-54.4% | $4,565-63.8% | $4,028-59.0% |
| Admin fee / account holder | $1,296 | $5,896-78.0% | $8,444-84.7% | $5,404-76.0% |