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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 | $65,949 | $50,947+29.4% | $74,549-11.5% | $64,173+2.8% |
| Participation rate | 27.8% | 61.1%-33.2pp | 69.1%-41.3pp | 69.6%-41.7pp |
| Annual return | -12.17% | -1.85%-10.3pp | 32.53%-44.7pp | 7.63%-19.8pp |
| Employer contribution / active EE | $279 | $1,115-75.0% | $1,961-85.8% | $2,381-88.3% |
| Participant deferral / active EE | $2,008 | $2,302-12.7% | $3,108-35.4% | $3,470-42.1% |
| Admin fee / account holder | $4,905 | $4,221+16.2% | $5,059-3.0% | $4,887+0.4% |