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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 | $76,723 | $71,878+6.7% | $86,698-11.5% | $68,486+12.0% |
| Participation rate | 63.3% | 72.2%-9.0pp | 76.6%-13.3pp | 67.9%-4.6pp |
| Annual return | -22.48% | 3.53%-26.0pp | 35.95%-58.4pp | -7.85%-14.6pp |
| Employer contribution / active EE | $759 | $2,173-65.1% | $2,837-73.3% | $2,597-70.8% |
| Participant deferral / active EE | $3,308 | $3,779-12.5% | $4,656-29.0% | $4,028-17.9% |
| Admin fee / account holder | $2,132 | $6,113-65.1% | $7,493-71.5% | $5,404-60.5% |