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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 | $67,991 | $46,697+45.6% | $117,533-42.2% | $68,486-0.7% |
| Participation rate | 53.8% | 56.8%-2.9pp | 70.6%-16.8pp | 67.9%-14.0pp |
| Annual return | -21.48% | -14.52%-7.0pp | 29.77%-51.3pp | -7.85%-13.6pp |
| Employer contribution / active EE | $348 | $1,506-76.9% | $4,179-91.7% | $2,597-86.6% |
| Participant deferral / active EE | $1,451 | $2,637-45.0% | $4,072-64.4% | $4,028-64.0% |
| Admin fee / account holder | $45,247 | $4,023+1024.8% | $5,647+701.3% | $5,404+737.3% |