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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 | $64,983 | $50,958+27.5% | $74,552-12.8% | $64,181+1.2% |
| Participation rate | 42.4% | 61.1%-18.7pp | 69.1%-26.8pp | 69.6%-27.2pp |
| Annual return | -8.16% | -1.86%-6.3pp | 32.53%-40.7pp | 7.63%-15.8pp |
| Employer contribution / active EE | $709 | $1,115-36.5% | $1,961-63.9% | $2,381-70.2% |
| Participant deferral / active EE | $3,250 | $2,301+41.2% | $3,108+4.6% | $3,470-6.3% |
| Admin fee / account holder | $5,919 | $4,223+40.2% | $5,060+17.0% | $4,887+21.1% |