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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 | $58,974 | $45,872+28.6% | $77,096-23.5% | $68,486-13.9% |
| Participation rate | 20.5% | 55.9%-35.4pp | 67.9%-47.4pp | 67.9%-47.4pp |
| Annual return | -24.95% | 1.73%-26.7pp | 42.35%-67.3pp | -7.85%-17.1pp |
| Employer contribution / active EE | $849 | $1,650-48.5% | $2,814-69.8% | $2,597-67.3% |
| Participant deferral / active EE | $1,511 | $2,963-49.0% | $4,429-65.9% | $4,028-62.5% |
| Admin fee / account holder | $633 | $3,041-79.2% | $5,428-88.3% | $5,404-88.3% |