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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 | $73,427 | $48,078+52.7% | $78,676-6.7% | $62,881+16.8% |
| Participation rate | 42.3% | 65.2%-22.9pp | 73.6%-31.3pp | 69.3%-27.0pp |
| Annual return | -0.70% | 31.36%-32.1pp | 62.19%-62.9pp | 20.14%-20.8pp |
| Employer contribution / active EE | $1,199 | $2,015-40.5% | $2,850-57.9% | $2,281-47.4% |
| Participant deferral / active EE | $2,622 | $2,587+1.3% | $3,517-25.4% | $3,203-18.1% |
| Admin fee / account holder | $348 | $3,206-89.1% | $4,510-92.3% | $4,296-91.9% |