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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 | $67,863 | $64,719+4.9% | $112,249-39.5% | $68,486-0.9% |
| Participation rate | 25.0% | 67.2%-42.2pp | 75.1%-50.1pp | 67.9%-42.9pp |
| Annual return | -20.91% | -11.40%-9.5pp | 27.48%-48.4pp | -7.85%-13.1pp |
| Employer contribution / active EE | $831 | $2,747-69.7% | $3,636-77.1% | $2,597-68.0% |
| Participant deferral / active EE | $2,413 | $3,565-32.3% | $4,729-49.0% | $4,028-40.1% |
| Admin fee / account holder | $1,308 | $5,232-75.0% | $6,412-79.6% | $5,404-75.8% |