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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 | $65,779 | $61,660+6.7% | $80,022-17.8% | $64,173+2.5% |
| Participation rate | 34.3% | 71.7%-37.4pp | 75.8%-41.5pp | 69.6%-35.3pp |
| Annual return | -8.16% | -0.33%-7.8pp | 11.22%-19.4pp | 7.63%-15.8pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,305 | $2,968-22.3% | $3,686-37.5% | $3,470-33.6% |
| Admin fee / account holder | $7,276 | $5,417+34.3% | $6,521+11.6% | $4,887+48.9% |