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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 | $77,567 | $50,947+52.2% | $74,549+4.0% | $64,173+20.9% |
| Participation rate | 50.7% | 61.1%-10.3pp | 69.1%-18.4pp | 69.6%-18.8pp |
| Annual return | -8.69% | -1.85%-6.8pp | 32.53%-41.2pp | 7.63%-16.3pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,187 | $2,302-5.0% | $3,108-29.6% | $3,470-37.0% |
| Admin fee / account holder | $621 | $4,221-85.3% | $5,059-87.7% | $4,887-87.3% |