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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 | $61,718 | $42,383+45.6% | $76,518-19.3% | $64,173-3.8% |
| Participation rate | 34.2% | 58.1%-23.9pp | 68.0%-33.8pp | 69.6%-35.4pp |
| Annual return | -9.27% | -16.54%+7.3pp | -0.27%-9.0pp | 7.63%-16.9pp |
| Employer contribution / active EE | $670 | $1,563-57.1% | $2,647-74.7% | $2,381-71.9% |
| Participant deferral / active EE | $2,959 | $2,566+15.3% | $3,836-22.9% | $3,470-14.7% |
| Admin fee / account holder | $2,390 | $3,198-25.3% | $4,849-50.7% | $4,887-51.1% |