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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 | $60,767 | $114,712-47.0% | $173,730-65.0% | $87,485-30.5% |
| Participation rate | 54.0% | 73.0%-19.0pp | 79.6%-25.6pp | 68.9%-15.0pp |
| Annual return | -10.37% | 20.18%-30.6pp | 19.96%-30.3pp | 26.06%-36.4pp |
| Employer contribution / active EE | $7,707 | $2,904+165.4% | $4,577+68.4% | $2,596+196.8% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,130 | $10,210-88.9% | $17,523-93.6% | $7,775-85.5% |