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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 | $89,594 | $81,870+9.4% | $119,608-25.1% | $68,495+30.8% |
| Participation rate | 59.6% | 71.9%-12.3pp | 79.3%-19.7pp | 67.9%-8.3pp |
| Annual return | -23.97% | -23.82%-0.1pp | -14.98%-9.0pp | -7.84%-16.1pp |
| Employer contribution / active EE | $718 | $2,692-73.3% | $4,232-83.0% | $2,596-72.3% |
| Participant deferral / active EE | $2,093 | $4,148-49.6% | $5,601-62.6% | $4,028-48.0% |
| Admin fee / account holder | $5,180 | $6,583-21.3% | $10,326-49.8% | $5,403-4.1% |