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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 | $76,329 | $42,910+77.9% | $60,919+25.3% | $68,490+11.4% |
| Participation rate | 37.5% | 66.8%-29.3pp | 73.1%-35.6pp | 67.9%-30.4pp |
| Annual return | -20.47% | -13.99%-6.5pp | 16.96%-37.4pp | -7.85%-12.6pp |
| Employer contribution / active EE | $1,113 | $1,978-43.7% | $2,704-58.8% | $2,597-57.1% |
| Participant deferral / active EE | $3,643 | $2,866+27.1% | $3,814-4.5% | $4,028-9.5% |
| Admin fee / account holder | $1,102 | $3,104-64.5% | $3,228-65.9% | $5,403-79.6% |