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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 | $69,203 | $46,697+48.2% | $117,533-41.1% | $68,486+1.0% |
| Participation rate | 50.7% | 56.8%-6.0pp | 70.6%-19.9pp | 67.9%-17.1pp |
| Annual return | -20.01% | -14.52%-5.5pp | 29.77%-49.8pp | -7.85%-12.2pp |
| Employer contribution / active EE | $803 | $1,506-46.7% | $4,179-80.8% | $2,597-69.1% |
| Participant deferral / active EE | $2,398 | $2,637-9.1% | $4,072-41.1% | $4,028-40.5% |
| Admin fee / account holder | $2,015 | $4,023-49.9% | $5,647-64.3% | $5,404-62.7% |