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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 | $71,516 | $99,345-28.0% | $84,753-15.6% | $273,972-73.9% |
| Participation rate | 46.7% | 80.7%-34.0pp | 76.6%-29.9pp | 83.0%-36.3pp |
| Annual return | -1.50% | 22.93%-24.4pp | 22.78%-24.3pp | 41.46%-43.0pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,619 | $4,270+31.6% | $3,712+51.4% | $5,287+6.3% |
| Admin fee / account holder | $5,153 | $6,645-22.5% | $5,333-3.4% | $10,133-49.1% |