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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 | $57,944 | $49,280+17.6% | $67,313-13.9% | $64,173-9.7% |
| Participation rate | 40.9% | 60.8%-19.9pp | 69.1%-28.2pp | 69.6%-28.7pp |
| Annual return | -8.90% | -1.39%-7.5pp | -4.08%-4.8pp | 7.63%-16.5pp |
| Employer contribution / active EE | $769 | $1,668-53.9% | $2,566-70.0% | $2,381-67.7% |
| Participant deferral / active EE | $2,313 | $2,484-6.9% | $3,568-35.2% | $3,470-33.3% |
| Admin fee / account holder | $2,130 | $3,863-44.9% | $4,507-52.7% | $4,887-56.4% |