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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 | $42,101 | $50,947-17.4% | $74,551-43.5% | $64,173-34.4% |
| Participation rate | 62.3% | 61.1%+1.2pp | 69.1%-6.9pp | 69.6%-7.3pp |
| Annual return | -8.31% | -1.85%-6.5pp | 32.53%-40.8pp | 7.63%-15.9pp |
| Employer contribution / active EE | $725 | $1,115-35.0% | $1,961-63.0% | $2,381-69.5% |
| Participant deferral / active EE | $2,684 | $2,302+16.6% | $3,108-13.7% | $3,470-22.7% |
| Admin fee / account holder | $1,331 | $4,221-68.5% | $5,059-73.7% | $4,887-72.8% |