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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 | $67,412 | $56,894+18.5% | $84,753-20.5% | $62,881+7.2% |
| Participation rate | 35.6% | 68.5%-33.0pp | 76.6%-41.0pp | 69.3%-33.7pp |
| Annual return | -7.67% | 6.30%-14.0pp | 22.78%-30.5pp | 20.14%-27.8pp |
| Employer contribution / active EE | $840 | $2,400-65.0% | $3,574-76.5% | $2,281-63.2% |
| Participant deferral / active EE | $2,741 | $2,709+1.2% | $3,712-26.2% | $3,203-14.4% |
| Admin fee / account holder | $3,570 | $3,581-0.3% | $5,333-33.1% | $4,296-16.9% |