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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 | $71,150 | $53,162+33.8% | $91,227-22.0% | $68,490+3.9% |
| Participation rate | 59.6% | 63.2%-3.6pp | 73.2%-13.6pp | 67.9%-8.3pp |
| Annual return | -21.22% | -3.14%-18.1pp | 114.14%-135.4pp | -7.85%-13.4pp |
| Employer contribution / active EE | $603 | $1,709-64.7% | $2,851-78.8% | $2,597-76.8% |
| Participant deferral / active EE | $2,442 | $2,974-17.9% | $4,234-42.3% | $4,028-39.4% |
| Admin fee / account holder | $7,057 | $4,493+57.1% | $5,423+30.1% | $5,403+30.6% |