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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 | $174,794 | $81,870+113.5% | $119,634+46.1% | $68,490+155.2% |
| Participation rate | 30.8% | 71.9%-41.1pp | 79.3%-48.5pp | 67.9%-37.1pp |
| Annual return | -20.41% | -23.82%+3.4pp | -14.98%-5.4pp | -7.85%-12.6pp |
| Employer contribution / active EE | $707 | $2,692-73.7% | $4,232-83.3% | $2,597-72.8% |
| Participant deferral / active EE | $2,275 | $4,148-45.2% | $5,601-59.4% | $4,028-43.5% |
| Admin fee / account holder | $1,423 | $6,583-78.4% | $10,329-86.2% | $5,403-73.7% |