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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 | $81,385 | $59,813+36.1% | $79,580+2.3% | $68,486+18.8% |
| Participation rate | 42.6% | 61.1%-18.4pp | 69.5%-26.9pp | 67.9%-25.3pp |
| Annual return | -20.16% | -12.30%-7.9pp | 0.15%-20.3pp | -7.85%-12.3pp |
| Employer contribution / active EE | $468 | $1,505-68.9% | $2,413-80.6% | $2,597-82.0% |
| Participant deferral / active EE | $3,315 | $3,024+9.6% | $3,985-16.8% | $4,028-17.7% |
| Admin fee / account holder | $3,736 | $4,835-22.7% | $6,835-45.3% | $5,404-30.9% |