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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 | $67,947 | $72,404-6.2% | $110,243-38.4% | $64,173+5.9% |
| Participation rate | 38.8% | 73.3%-34.6pp | 79.8%-41.1pp | 69.6%-30.8pp |
| Annual return | -8.01% | -6.29%-1.7pp | 314.76%-322.8pp | 7.63%-15.6pp |
| Employer contribution / active EE | $773 | $2,282-66.1% | $3,827-79.8% | $2,381-67.6% |
| Participant deferral / active EE | $2,183 | $3,469-37.1% | $4,672-53.3% | $3,470-37.1% |
| Admin fee / account holder | $8,219 | $5,664+45.1% | $8,548-3.8% | $4,887+68.2% |