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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 | $62,776 | $56,484+11.1% | $169,452-63.0% | $64,173-2.2% |
| Participation rate | 42.7% | 64.5%-21.9pp | 77.8%-35.1pp | 69.6%-26.9pp |
| Annual return | -8.29% | -1.55%-6.7pp | 1.83%-10.1pp | 7.63%-15.9pp |
| Employer contribution / active EE | $363 | $1,832-80.2% | $4,157-91.3% | $2,381-84.7% |
| Participant deferral / active EE | $2,399 | $3,448-30.4% | $5,277-54.5% | $3,470-30.9% |
| Admin fee / account holder | $3,555 | $4,174-14.8% | $9,110-61.0% | $4,887-27.3% |