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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 | $59,674 | $64,719-7.8% | $112,249-46.8% | $68,486-12.9% |
| Participation rate | 47.1% | 67.2%-20.1pp | 75.1%-28.0pp | 67.9%-20.8pp |
| Annual return | -19.70% | -11.40%-8.3pp | 27.48%-47.2pp | -7.85%-11.8pp |
| Employer contribution / active EE | $1,784 | $2,747-35.1% | $3,636-50.9% | $2,597-31.3% |
| Participant deferral / active EE | $4,411 | $3,565+23.7% | $4,729-6.7% | $4,028+9.5% |
| Admin fee / account holder | $13,818 | $5,232+164.1% | $6,412+115.5% | $5,404+155.7% |