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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 | $65,643 | $61,660+6.5% | $80,022-18.0% | $64,173+2.3% |
| Participation rate | 50.7% | 71.7%-21.0pp | 75.8%-25.1pp | 69.6%-18.9pp |
| Annual return | -8.28% | -0.33%-8.0pp | 11.22%-19.5pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,070 | $1,810-40.9% | $2,468-56.6% | $2,381-55.0% |
| Participant deferral / active EE | $1,509 | $2,968-49.1% | $3,686-59.1% | $3,470-56.5% |
| Admin fee / account holder | $2,429 | $5,417-55.2% | $6,521-62.7% | $4,887-50.3% |