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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 | $83,707 | $73,863+13.3% | $143,797-41.8% | $68,490+22.2% |
| Participation rate | 64.1% | 66.7%-2.6pp | 80.3%-16.3pp | 67.9%-3.8pp |
| Annual return | -19.51% | 0.91%-20.4pp | -0.04%-19.5pp | -7.85%-11.7pp |
| Employer contribution / active EE | $582 | $3,185-81.7% | $4,952-88.2% | $2,597-77.6% |
| Participant deferral / active EE | $5,771 | $3,385+70.5% | $5,638+2.3% | $4,028+43.3% |
| Admin fee / account holder | $2,965 | $5,756-48.5% | $14,679-79.8% | $5,403-45.1% |