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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 | $65,082 | $64,716+0.6% | $112,258-42.0% | $68,495-5.0% |
| Participation rate | 55.6% | 67.2%-11.6pp | 75.1%-19.5pp | 67.9%-12.3pp |
| Annual return | -20.95% | -11.40%-9.5pp | 27.47%-48.4pp | -7.84%-13.1pp |
| Employer contribution / active EE | $2,747 | $2,7460% | $3,636-24.4% | $2,596+5.8% |
| Participant deferral / active EE | $4,855 | $3,565+36.2% | $4,728+2.7% | $4,028+20.5% |
| Admin fee / account holder | $2,471 | $5,232-52.8% | $6,411-61.5% | $5,403-54.3% |