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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 | $65,717 | $50,947+29.0% | $74,551-11.8% | $64,173+2.4% |
| Participation rate | 45.5% | 61.1%-15.6pp | 69.1%-23.7pp | 69.6%-24.1pp |
| Annual return | -9.26% | -1.85%-7.4pp | 32.53%-41.8pp | 7.63%-16.9pp |
| Employer contribution / active EE | $1,637 | $1,115+46.7% | $1,961-16.5% | $2,381-31.3% |
| Participant deferral / active EE | $2,904 | $2,302+26.2% | $3,108-6.6% | $3,470-16.3% |
| Admin fee / account holder | $836 | $4,221-80.2% | $5,059-83.5% | $4,887-82.9% |