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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 | $73,053 | $64,716+12.9% | $112,258-34.9% | $68,495+6.7% |
| Participation rate | 36.0% | 67.2%-31.2pp | 75.1%-39.1pp | 67.9%-31.9pp |
| Annual return | -24.83% | -11.40%-13.4pp | 27.47%-52.3pp | -7.84%-17.0pp |
| Employer contribution / active EE | $872 | $2,746-68.2% | $3,636-76.0% | $2,596-66.4% |
| Participant deferral / active EE | $3,026 | $3,565-15.1% | $4,728-36.0% | $4,028-24.9% |
| Admin fee / account holder | $5,392 | $5,232+3.1% | $6,411-15.9% | $5,403-0.2% |