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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 | $62,154 | $56,484+10.0% | $169,452-63.3% | $64,181-3.2% |
| Participation rate | 61.0% | 64.5%-3.5pp | 77.8%-16.8pp | 69.6%-8.6pp |
| Annual return | -8.42% | -1.55%-6.9pp | 1.83%-10.2pp | 7.63%-16.0pp |
| Employer contribution / active EE | $394 | $1,832-78.5% | $4,157-90.5% | $2,381-83.5% |
| Participant deferral / active EE | $3,032 | $3,448-12.1% | $5,277-42.5% | $3,470-12.6% |
| Admin fee / account holder | $5,012 | $4,174+20.1% | $9,110-45.0% | $4,887+2.5% |