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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 | $62,621 | $48,364+29.5% | $71,796-12.8% | $62,891-0.4% |
| Participation rate | 59.5% | 60.6%-1.2pp | 69.1%-9.7pp | 69.3%-9.8pp |
| Annual return | -5.56% | 13.16%-18.7pp | 78.04%-83.6pp | 20.14%-25.7pp |
| Employer contribution / active EE | $328 | $1,042-68.5% | $1,924-83.0% | $2,281-85.6% |
| Participant deferral / active EE | $2,982 | $2,091+42.6% | $2,794+6.7% | $3,203-6.9% |
| Admin fee / account holder | $1,111 | $3,771-70.6% | $4,815-76.9% | $4,296-74.1% |