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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 | $72,229 | $59,813+20.8% | $79,580-9.2% | $68,486+5.5% |
| Participation rate | 36.0% | 61.1%-25.1pp | 69.5%-33.5pp | 67.9%-31.9pp |
| Annual return | -27.03% | -12.30%-14.7pp | 0.15%-27.2pp | -7.85%-19.2pp |
| Employer contribution / active EE | $678 | $1,505-55.0% | $2,413-71.9% | $2,597-73.9% |
| Participant deferral / active EE | $2,249 | $3,024-25.7% | $3,985-43.6% | $4,028-44.2% |
| Admin fee / account holder | $827 | $4,835-82.9% | $6,835-87.9% | $5,404-84.7% |