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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 | $75,776 | $53,162+42.5% | $91,225-16.9% | $68,486+10.6% |
| Participation rate | 48.2% | 63.2%-15.0pp | 73.2%-25.0pp | 67.9%-19.7pp |
| Annual return | -20.35% | -3.14%-17.2pp | 114.12%-134.5pp | -7.85%-12.5pp |
| Employer contribution / active EE | $544 | $1,709-68.2% | $2,851-80.9% | $2,597-79.0% |
| Participant deferral / active EE | $2,874 | $2,974-3.3% | $4,233-32.1% | $4,028-28.6% |
| Admin fee / account holder | $1,253 | $4,493-72.1% | $5,422-76.9% | $5,404-76.8% |