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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 | $77,010 | $73,848+4.3% | $143,799-46.4% | $68,486+12.4% |
| Participation rate | 55.9% | 66.7%-10.8pp | 80.3%-24.4pp | 67.9%-12.0pp |
| Annual return | -19.71% | 0.91%-20.6pp | -0.04%-19.7pp | -7.85%-11.9pp |
| Employer contribution / active EE | $1,378 | $3,184-56.7% | $4,952-72.2% | $2,597-46.9% |
| Participant deferral / active EE | $2,711 | $3,385-19.9% | $5,638-51.9% | $4,028-32.7% |
| Admin fee / account holder | $1,014 | $5,755-82.4% | $14,677-93.1% | $5,404-81.2% |