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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 | $74,152 | $77,816-4.7% | $123,549-40.0% | $64,181+15.5% |
| Participation rate | 23.5% | 74.7%-51.2pp | 82.3%-58.8pp | 69.6%-46.0pp |
| Annual return | -11.49% | 12.49%-24.0pp | 119.20%-130.7pp | 7.63%-19.1pp |
| Employer contribution / active EE | $909 | $3,014-69.8% | $4,628-80.4% | $2,381-61.8% |
| Participant deferral / active EE | $2,944 | $5,240-43.8% | $6,426-54.2% | $3,470-15.1% |
| Admin fee / account holder | $2,055 | $5,519-62.8% | $9,284-77.9% | $4,887-58.0% |