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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 | $70,460 | $81,870-13.9% | $119,622-41.1% | $68,486+2.9% |
| Participation rate | 61.5% | 71.9%-10.4pp | 79.3%-17.7pp | 67.9%-6.4pp |
| Annual return | -19.31% | -23.82%+4.5pp | -14.98%-4.3pp | -7.85%-11.5pp |
| Employer contribution / active EE | $752 | $2,692-72.1% | $4,232-82.2% | $2,597-71.0% |
| Participant deferral / active EE | $3,854 | $4,148-7.1% | $5,601-31.2% | $4,028-4.3% |
| Admin fee / account holder | $2,919 | $6,583-55.7% | $10,328-71.7% | $5,404-46.0% |