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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 | $45,006 | $50,947-11.7% | $74,551-39.6% | $64,173-29.9% |
| Participation rate | 69.4% | 61.1%+8.3pp | 69.1%+0.2pp | 69.6%-0.2pp |
| Annual return | -8.05% | -1.85%-6.2pp | 32.53%-40.6pp | 7.63%-15.7pp |
| Employer contribution / active EE | $386 | $1,115-65.4% | $1,961-80.3% | $2,381-83.8% |
| Participant deferral / active EE | $1,901 | $2,302-17.4% | $3,108-38.8% | $3,470-45.2% |
| Admin fee / account holder | $548 | $4,221-87.0% | $5,059-89.2% | $4,887-88.8% |