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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 | $66,502 | $73,848-9.9% | $143,799-53.8% | $68,486-2.9% |
| Participation rate | 33.3% | 66.7%-33.3pp | 80.3%-47.0pp | 67.9%-34.6pp |
| Annual return | -23.01% | 0.91%-23.9pp | -0.04%-23.0pp | -7.85%-15.2pp |
| Employer contribution / active EE | $1,740 | $3,184-45.3% | $4,952-64.9% | $2,597-33.0% |
| Participant deferral / active EE | $4,568 | $3,385+35.0% | $5,638-19.0% | $4,028+13.4% |
| Admin fee / account holder | $474 | $5,755-91.8% | $14,677-96.8% | $5,404-91.2% |