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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 | $77,838 | $85,790-9.3% | $67,313+15.6% | $135,380-42.5% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.1%-2.4pp | 82.6%-16.0pp |
| Annual return | -10.10% | -0.54%-9.6pp | -4.08%-6.0pp | 519.81%-529.9pp |
| Employer contribution / active EE | $1,782 | $3,487-48.9% | $2,566-30.6% | $4,779-62.7% |
| Participant deferral / active EE | $4,082 | $4,651-12.2% | $3,568+14.4% | $5,609-27.2% |
| Admin fee / account holder | $764 | $6,392-88.1% | $4,507-83.1% | $10,828-92.9% |