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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 | $59,094 | $59,186-0.2% | $76,768-23.0% | $56,287+5.0% |
| Participation rate | 32.8% | 75.2%-42.4pp | 77.0%-44.2pp | 69.9%-37.1pp |
| Annual return | -6.91% | 6.62%-13.5pp | 2.43%-9.3pp | -9.96%+3.0pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,304 | $3,255-29.2% | $3,852-40.2% | $3,350-31.2% |
| Admin fee / account holder | $522 | $489+6.6% | $6,675-92.2% | $521+0.1% |