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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 | $50,119 | $49,177+1.9% | $79,467-36.9% | $64,173-21.9% |
| Participation rate | 60.0% | 65.0%-5.0pp | 73.3%-13.3pp | 69.6%-9.6pp |
| Annual return | -9.28% | -1.16%-8.1pp | 718.30%-727.6pp | 7.63%-16.9pp |
| Employer contribution / active EE | $558 | $2,076-73.1% | $2,800-80.1% | $2,381-76.5% |
| Participant deferral / active EE | $5,996 | $2,821+112.5% | $3,704+61.9% | $3,470+72.8% |
| Admin fee / account holder | $4,154 | $3,839+8.2% | $5,104-18.6% | $4,887-15.0% |