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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 | $82,089 | $59,813+37.2% | $79,580+3.2% | $68,486+19.9% |
| Participation rate | 55.4% | 61.1%-5.7pp | 69.5%-14.1pp | 67.9%-12.5pp |
| Annual return | -20.87% | -12.30%-8.6pp | 0.15%-21.0pp | -7.85%-13.0pp |
| Employer contribution / active EE | $586 | $1,505-61.1% | $2,413-75.7% | $2,597-77.4% |
| Participant deferral / active EE | $2,113 | $3,024-30.1% | $3,985-47.0% | $4,028-47.5% |
| Admin fee / account holder | $1,395 | $4,835-71.1% | $6,835-79.6% | $5,404-74.2% |