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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 | $59,974 | $77,817-22.9% | $123,553-51.5% | $64,173-6.5% |
| Participation rate | 58.2% | 74.7%-16.5pp | 82.3%-24.1pp | 69.6%-11.3pp |
| Annual return | -8.42% | 12.49%-20.9pp | 119.21%-127.6pp | 7.63%-16.0pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,055 | $5,240-3.5% | $6,426-21.3% | $3,470+45.7% |
| Admin fee / account holder | $3,081 | $5,519-44.2% | $9,284-66.8% | $4,887-37.0% |