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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 | $88,657 | $64,719+37.0% | $112,249-21.0% | $68,486+29.5% |
| Participation rate | 17.9% | 67.2%-49.3pp | 75.1%-57.2pp | 67.9%-50.0pp |
| Annual return | -19.85% | -11.40%-8.5pp | 27.48%-47.3pp | -7.85%-12.0pp |
| Employer contribution / active EE | $816 | $2,747-70.3% | $3,636-77.6% | $2,597-68.6% |
| Participant deferral / active EE | $3,054 | $3,565-14.3% | $4,729-35.4% | $4,028-24.2% |
| Admin fee / account holder | $494 | $5,232-90.6% | $6,412-92.3% | $5,404-90.9% |