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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 | $83,551 | $43,730+91.1% | $121,220-31.1% | $64,173+30.2% |
| Participation rate | 68.0% | 58.3%+9.7pp | 71.8%-3.8pp | 69.6%-1.6pp |
| Annual return | -10.84% | 68.94%-79.8pp | 16.94%-27.8pp | 7.63%-18.5pp |
| Employer contribution / active EE | $583 | $1,297-55.1% | $4,023-85.5% | $2,381-75.5% |
| Participant deferral / active EE | $2,610 | $2,281+14.4% | $3,345-22.0% | $3,470-24.8% |
| Admin fee / account holder | $2,334 | $3,502-33.4% | $5,021-53.5% | $4,887-52.2% |