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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 | $69,801 | $50,947+37.0% | $74,549-6.4% | $64,173+8.8% |
| Participation rate | 41.7% | 61.1%-19.4pp | 69.1%-27.5pp | 69.6%-27.9pp |
| Annual return | -9.10% | -1.85%-7.2pp | 32.53%-41.6pp | 7.63%-16.7pp |
| Employer contribution / active EE | $835 | $1,115-25.2% | $1,961-57.4% | $2,381-64.9% |
| Participant deferral / active EE | $1,528 | $2,302-33.6% | $3,108-50.8% | $3,470-55.9% |
| Admin fee / account holder | $1,034 | $4,221-75.5% | $5,059-79.6% | $4,887-78.9% |