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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 | $86,589 | $85,790+0.9% | $67,313+28.6% | $135,380-36.0% |
| Participation rate | 63.6% | 76.5%-12.8pp | 69.1%-5.4pp | 82.6%-19.0pp |
| Annual return | -10.00% | -0.54%-9.5pp | -4.08%-5.9pp | 519.81%-529.8pp |
| Employer contribution / active EE | $1,121 | $3,487-67.9% | $2,566-56.3% | $4,779-76.5% |
| Participant deferral / active EE | $3,018 | $4,651-35.1% | $3,568-15.4% | $5,609-46.2% |
| Admin fee / account holder | $664 | $6,392-89.6% | $4,507-85.3% | $10,828-93.9% |