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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 | $70,489 | $72,404-2.6% | $110,243-36.1% | $64,173+9.8% |
| Participation rate | 46.8% | 73.3%-26.6pp | 79.8%-33.0pp | 69.6%-22.8pp |
| Annual return | -7.77% | -6.29%-1.5pp | 314.76%-322.5pp | 7.63%-15.4pp |
| Employer contribution / active EE | $838 | $2,282-63.3% | $3,827-78.1% | $2,381-64.8% |
| Participant deferral / active EE | $2,135 | $3,469-38.4% | $4,672-54.3% | $3,470-38.5% |
| Admin fee / account holder | $1,826 | $5,664-67.8% | $8,548-78.6% | $4,887-62.6% |