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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 | $64,629 | $69,977-7.6% | $108,582-40.5% | $62,881+2.8% |
| Participation rate | 50.0% | 72.9%-22.9pp | 79.6%-29.6pp | 69.3%-19.3pp |
| Annual return | 4.68% | 10.73%-6.0pp | -51.70%+56.4pp | 20.14%-15.5pp |
| Employer contribution / active EE | $1,342 | $2,135-37.1% | $3,758-64.3% | $2,281-41.2% |
| Participant deferral / active EE | $3,240 | $3,165+2.4% | $4,311-24.8% | $3,203+1.2% |
| Admin fee / account holder | $11,437 | $5,076+125.3% | $7,645+49.6% | $4,296+166.2% |