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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 | $61,746 | $56,339+9.6% | $104,299-40.8% | $68,490-9.8% |
| Participation rate | 51.4% | 63.3%-11.8pp | 73.3%-21.8pp | 67.9%-16.5pp |
| Annual return | -24.46% | -9.19%-15.3pp | 24.62%-49.1pp | -7.85%-16.6pp |
| Employer contribution / active EE | $701 | $1,960-64.2% | $3,373-79.2% | $2,597-73.0% |
| Participant deferral / active EE | $3,519 | $3,077+14.4% | $4,626-23.9% | $4,028-12.6% |
| Admin fee / account holder | $3,290 | $4,902-32.9% | $7,339-55.2% | $5,403-39.1% |