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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 | $71,484 | $81,870-12.7% | $119,622-40.2% | $68,486+4.4% |
| Participation rate | 33.3% | 71.9%-38.6pp | 79.3%-45.9pp | 67.9%-34.6pp |
| Annual return | -21.88% | -23.82%+1.9pp | -14.98%-6.9pp | -7.85%-14.0pp |
| Employer contribution / active EE | $729 | $2,692-72.9% | $4,232-82.8% | $2,597-71.9% |
| Participant deferral / active EE | $3,594 | $4,148-13.3% | $5,601-35.8% | $4,028-10.8% |
| Admin fee / account holder | $1,282 | $6,583-80.5% | $10,328-87.6% | $5,404-76.3% |