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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 | $84,365 | $94,031-10.3% | $115,768-27.1% | $82,448+2.3% |
| Participation rate | 61.2% | 70.4%-9.2pp | 74.4%-13.2pp | 68.1%-6.8pp |
| Annual return | -22.41% | 20.61%-43.0pp | 100.46%-122.9pp | 41.64%-64.1pp |
| Employer contribution / active EE | $785 | $2,323-66.2% | $2,940-73.3% | $2,551-69.2% |
| Participant deferral / active EE | $2,442 | $3,972-38.5% | $4,917-50.3% | $4,139-41.0% |
| Admin fee / account holder | $2,545 | $10,249-75.2% | $12,439-79.5% | $7,234-64.8% |