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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 | $72,025 | $60,989+18.1% | $60,919+18.2% | $66,949+7.6% |
| Participation rate | 68.0% | 74.5%-6.5pp | 73.1%-5.1pp | 69.8%-1.8pp |
| Annual return | -18.21% | -9.60%-8.6pp | 16.96%-35.2pp | 1.57%-19.8pp |
| Employer contribution / active EE | $835 | $2,661-68.6% | $2,704-69.1% | $2,545-67.2% |
| Participant deferral / active EE | $2,128 | $3,615-41.1% | $3,814-44.2% | $4,239-49.8% |
| Admin fee / account holder | $931 | $338+175.0% | $3,228-71.2% | $594+56.8% |