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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 | $87,522 | $50,947+71.8% | $74,551+17.4% | $64,173+36.4% |
| Participation rate | 38.5% | 61.1%-22.6pp | 69.1%-30.7pp | 69.6%-31.1pp |
| Annual return | -8.20% | -1.85%-6.4pp | 32.53%-40.7pp | 7.63%-15.8pp |
| Employer contribution / active EE | $449 | $1,115-59.7% | $1,961-77.1% | $2,381-81.1% |
| Participant deferral / active EE | $2,049 | $2,302-11.0% | $3,108-34.1% | $3,470-40.9% |
| Admin fee / account holder | $995 | $4,221-76.4% | $5,059-80.3% | $4,887-79.6% |