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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 | $61,242 | $50,947+20.2% | $74,549-17.8% | $64,173-4.6% |
| Participation rate | 46.9% | 61.1%-14.2pp | 69.1%-22.3pp | 69.6%-22.7pp |
| Annual return | -8.40% | -1.85%-6.6pp | 32.53%-40.9pp | 7.63%-16.0pp |
| Employer contribution / active EE | $302 | $1,115-72.9% | $1,961-84.6% | $2,381-87.3% |
| Participant deferral / active EE | $1,898 | $2,302-17.6% | $3,108-38.9% | $3,470-45.3% |
| Admin fee / account holder | $3,439 | $4,221-18.5% | $5,059-32.0% | $4,887-29.6% |