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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 | $69,972 | $61,660+13.5% | $80,022-12.6% | $64,173+9.0% |
| Participation rate | 60.7% | 71.7%-11.0pp | 75.8%-15.1pp | 69.6%-8.9pp |
| Annual return | -8.24% | -0.33%-7.9pp | 11.22%-19.5pp | 7.63%-15.9pp |
| Employer contribution / active EE | $533 | $1,810-70.6% | $2,468-78.4% | $2,381-77.6% |
| Participant deferral / active EE | $2,023 | $2,968-31.8% | $3,686-45.1% | $3,470-41.7% |
| Admin fee / account holder | $1,296 | $5,417-76.1% | $6,521-80.1% | $4,887-73.5% |