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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 | $93,540 | $45,872+103.9% | $77,096+21.3% | $68,486+36.6% |
| Participation rate | 53.7% | 55.9%-2.2pp | 67.9%-14.2pp | 67.9%-14.2pp |
| Annual return | -20.61% | 1.73%-22.3pp | 42.35%-63.0pp | -7.85%-12.8pp |
| Employer contribution / active EE | $612 | $1,650-62.9% | $2,814-78.3% | $2,597-76.4% |
| Participant deferral / active EE | $1,165 | $2,963-60.7% | $4,429-73.7% | $4,028-71.1% |
| Admin fee / account holder | $2,034 | $3,041-33.1% | $5,428-62.5% | $5,404-62.4% |