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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 | $82,713 | $49,280+67.8% | $67,313+22.9% | $64,173+28.9% |
| Participation rate | 46.8% | 60.8%-14.0pp | 69.1%-22.3pp | 69.6%-22.8pp |
| Annual return | -22.46% | -1.39%-21.1pp | -4.08%-18.4pp | 7.63%-30.1pp |
| Employer contribution / active EE | $891 | $1,668-46.6% | $2,566-65.3% | $2,381-62.6% |
| Participant deferral / active EE | $2,514 | $2,484+1.2% | $3,568-29.6% | $3,470-27.6% |
| Admin fee / account holder | $9,400 | $3,863+143.4% | $4,507+108.6% | $4,887+92.3% |