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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 | $85,843 | $72,404+18.6% | $110,243-22.1% | $64,173+33.8% |
| Participation rate | 67.6% | 73.3%-5.7pp | 79.8%-12.2pp | 69.6%-1.9pp |
| Annual return | -7.72% | -6.29%-1.4pp | 314.76%-322.5pp | 7.63%-15.3pp |
| Employer contribution / active EE | $544 | $2,282-76.2% | $3,827-85.8% | $2,381-77.1% |
| Participant deferral / active EE | $1,673 | $3,469-51.8% | $4,672-64.2% | $3,470-51.8% |
| Admin fee / account holder | $8,370 | $5,664+47.8% | $8,548-2.1% | $4,887+71.3% |