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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 | $68,419 | $50,947+34.3% | $74,551-8.2% | $64,173+6.6% |
| Participation rate | 30.2% | 61.1%-30.8pp | 69.1%-38.9pp | 69.6%-39.3pp |
| Annual return | -9.87% | -1.85%-8.0pp | 32.53%-42.4pp | 7.63%-17.5pp |
| Employer contribution / active EE | $448 | $1,115-59.8% | $1,961-77.2% | $2,381-81.2% |
| Participant deferral / active EE | $1,689 | $2,302-26.6% | $3,108-45.7% | $3,470-51.3% |
| Admin fee / account holder | $2,264 | $4,221-46.4% | $5,059-55.3% | $4,887-53.7% |