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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 | $63,836 | $46,697+36.7% | $117,529-45.7% | $68,490-6.8% |
| Participation rate | 55.0% | 56.8%-1.8pp | 70.6%-15.6pp | 67.9%-12.9pp |
| Annual return | -19.39% | -14.52%-4.9pp | 29.77%-49.2pp | -7.85%-11.5pp |
| Employer contribution / active EE | $823 | $1,506-45.4% | $4,179-80.3% | $2,597-68.3% |
| Participant deferral / active EE | $1,893 | $2,637-28.2% | $4,072-53.5% | $4,028-53.0% |
| Admin fee / account holder | $7,979 | $4,023+98.3% | $5,645+41.3% | $5,403+47.7% |