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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 | $61,407 | $59,813+2.7% | $79,580-22.8% | $68,486-10.3% |
| Participation rate | 42.2% | 61.1%-18.8pp | 69.5%-27.3pp | 67.9%-25.7pp |
| Annual return | -22.06% | -12.30%-9.8pp | 0.15%-22.2pp | -7.85%-14.2pp |
| Employer contribution / active EE | $699 | $1,505-53.5% | $2,413-71.0% | $2,597-73.1% |
| Participant deferral / active EE | $2,800 | $3,024-7.4% | $3,985-29.8% | $4,028-30.5% |
| Admin fee / account holder | $1,186 | $4,835-75.5% | $6,835-82.7% | $5,404-78.1% |