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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 | $71,246 | $81,487-12.6% | $102,412-30.4% | $80,935-12.0% |
| Participation rate | 41.7% | 66.8%-25.2pp | 74.5%-32.8pp | 67.7%-26.0pp |
| Annual return | -22.37% | 25.60%-48.0pp | 24.94%-47.3pp | 35.66%-58.0pp |
| Employer contribution / active EE | $966 | $3,103-68.9% | $3,870-75.0% | $2,757-65.0% |
| Participant deferral / active EE | $1,659 | $3,871-57.1% | $5,060-67.2% | $4,299-61.4% |
| Admin fee / account holder | $2,861 | $6,717-57.4% | $8,388-65.9% | $6,924-58.7% |