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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 | $67,209 | $45,872+46.5% | $77,096-12.8% | $68,486-1.9% |
| Participation rate | 27.5% | 55.9%-28.5pp | 67.9%-40.5pp | 67.9%-40.4pp |
| Annual return | -20.30% | 1.73%-22.0pp | 42.35%-62.7pp | -7.85%-12.5pp |
| Employer contribution / active EE | $1,299 | $1,650-21.3% | $2,814-53.8% | $2,597-50.0% |
| Participant deferral / active EE | $3,261 | $2,963+10.1% | $4,429-26.4% | $4,028-19.0% |
| Admin fee / account holder | $4,870 | $3,041+60.1% | $5,428-10.3% | $5,404-9.9% |