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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 | $75,371 | $73,863+2.0% | $143,797-47.6% | $68,490+10.0% |
| Participation rate | 56.5% | 66.7%-10.1pp | 80.3%-23.8pp | 67.9%-11.4pp |
| Annual return | -21.27% | 0.91%-22.2pp | -0.04%-21.2pp | -7.85%-13.4pp |
| Employer contribution / active EE | $557 | $3,185-82.5% | $4,952-88.8% | $2,597-78.6% |
| Participant deferral / active EE | $1,629 | $3,385-51.9% | $5,638-71.1% | $4,028-59.6% |
| Admin fee / account holder | $5,366 | $5,756-6.8% | $14,679-63.4% | $5,403-0.7% |