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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 | $85,450 | $48,267+77.0% | $68,794+24.2% | $68,495+24.8% |
| Participation rate | 44.0% | 60.7%-16.7pp | 69.0%-25.0pp | 67.9%-23.9pp |
| Annual return | -20.27% | -12.70%-7.6pp | -6.37%-13.9pp | -7.84%-12.4pp |
| Employer contribution / active EE | $331 | $1,829-81.9% | $2,656-87.6% | $2,596-87.3% |
| Participant deferral / active EE | $1,102 | $2,867-61.6% | $3,941-72.0% | $4,028-72.6% |
| Admin fee / account holder | $4,320 | $4,362-1.0% | $4,934-12.5% | $5,403-20.0% |