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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 | $74,937 | $65,437+14.5% | $86,698-13.6% | $66,949+11.9% |
| Participation rate | 57.4% | 75.5%-18.1pp | 76.6%-19.2pp | 69.8%-12.4pp |
| Annual return | -19.59% | -10.91%-8.7pp | 35.96%-55.6pp | 1.57%-21.2pp |
| Employer contribution / active EE | $1,248 | $2,154-42.1% | $2,837-56.0% | $2,545-51.0% |
| Participant deferral / active EE | $3,627 | $4,102-11.6% | $4,656-22.1% | $4,239-14.4% |
| Admin fee / account holder | $1,090 | $642+69.9% | $7,492-85.5% | $594+83.6% |