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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 | $139,853 | $43,075+224.7% | $74,577+87.5% | $62,881+122.4% |
| Participation rate | 55.9% | 58.1%-2.2pp | 68.1%-12.2pp | 69.3%-13.4pp |
| Annual return | -7.24% | 17.50%-24.7pp | 20.47%-27.7pp | 20.14%-27.4pp |
| Employer contribution / active EE | $437 | $1,498-70.8% | $2,525-82.7% | $2,281-80.8% |
| Participant deferral / active EE | $873 | $2,389-63.5% | $3,458-74.8% | $3,203-72.8% |
| Admin fee / account holder | $2,114 | $2,840-25.6% | $4,138-48.9% | $4,296-50.8% |