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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 | $134,689 | $73,848+82.4% | $143,799-6.3% | $68,486+96.7% |
| Participation rate | 41.9% | 66.7%-24.7pp | 80.3%-38.4pp | 67.9%-26.0pp |
| Annual return | -21.15% | 0.91%-22.1pp | -0.04%-21.1pp | -7.85%-13.3pp |
| Employer contribution / active EE | $836 | $3,184-73.7% | $4,952-83.1% | $2,597-67.8% |
| Participant deferral / active EE | $2,746 | $3,385-18.9% | $5,638-51.3% | $4,028-31.8% |
| Admin fee / account holder | $6,244 | $5,755+8.5% | $14,677-57.5% | $5,404+15.5% |