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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 | $85,348 | $98,760-13.6% | $149,710-43.0% | $79,860+6.9% |
| Participation rate | 65.7% | 75.8%-10.1pp | 82.5%-16.8pp | 69.6%-3.9pp |
| Annual return | -3.67% | 27.43%-31.1pp | 276.63%-280.3pp | 31.72%-35.4pp |
| Employer contribution / active EE | $732 | $3,217-77.2% | $4,645-84.2% | $2,471-70.4% |
| Participant deferral / active EE | $5,598 | $5,681-1.5% | $6,842-18.2% | $3,740+49.7% |
| Admin fee / account holder | $2,814 | $6,053-53.5% | $9,309-69.8% | $5,306-47.0% |