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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 | $66,050 | $62,583+5.5% | $76,767-14.0% | $64,173+2.9% |
| Participation rate | 60.3% | 72.8%-12.5pp | 77.0%-16.6pp | 69.6%-9.3pp |
| Annual return | -9.29% | -1.95%-7.3pp | 2.43%-11.7pp | 7.63%-16.9pp |
| Employer contribution / active EE | $979 | $1,832-46.6% | $2,485-60.6% | $2,381-58.9% |
| Participant deferral / active EE | $1,665 | $3,145-47.0% | $3,852-56.8% | $3,470-52.0% |
| Admin fee / account holder | $3,963 | $4,667-15.1% | $6,675-40.6% | $4,887-18.9% |