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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 | $74,434 | $59,834+24.4% | $79,576-6.5% | $68,495+8.7% |
| Participation rate | 43.2% | 61.1%-17.8pp | 69.5%-26.2pp | 67.9%-24.6pp |
| Annual return | -48.73% | -12.30%-36.4pp | 0.15%-48.9pp | -7.84%-40.9pp |
| Employer contribution / active EE | $2,979 | $1,505+98.0% | $2,413+23.5% | $2,596+14.7% |
| Participant deferral / active EE | $5,112 | $3,024+69.0% | $3,985+28.3% | $4,028+26.9% |
| Admin fee / account holder | $1,862 | $4,835-61.5% | $6,834-72.8% | $5,403-65.5% |