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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 | $75,872 | $51,708+46.7% | $106,619-28.8% | $62,881+20.7% |
| Participation rate | 62.5% | 66.9%-4.4pp | 78.0%-15.5pp | 69.3%-6.8pp |
| Annual return | -3.15% | 4.69%-7.8pp | 9.42%-12.6pp | 20.14%-23.3pp |
| Employer contribution / active EE | $1,436 | $1,764-18.6% | $3,947-63.6% | $2,281-37.1% |
| Participant deferral / active EE | $2,409 | $2,315+4.1% | $3,930-38.7% | $3,203-24.8% |
| Admin fee / account holder | $1,284 | $3,349-61.6% | $6,418-80.0% | $4,296-70.1% |