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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 | $59,067 | $56,339+4.8% | $104,301-43.4% | $68,486-13.8% |
| Participation rate | 42.0% | 63.3%-21.2pp | 73.3%-31.2pp | 67.9%-25.8pp |
| Annual return | -19.70% | -9.19%-10.5pp | 24.61%-44.3pp | -7.85%-11.8pp |
| Employer contribution / active EE | $541 | $1,960-72.4% | $3,373-84.0% | $2,597-79.2% |
| Participant deferral / active EE | $2,697 | $3,077-12.4% | $4,626-41.7% | $4,028-33.0% |
| Admin fee / account holder | $5,722 | $4,902+16.7% | $7,340-22.1% | $5,404+5.9% |