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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 | $58,815 | $69,977-16.0% | $108,582-45.8% | $62,881-6.5% |
| Participation rate | 69.2% | 72.9%-3.7pp | 79.6%-10.3pp | 69.3%-0.1pp |
| Annual return | -3.02% | 10.73%-13.8pp | -51.70%+48.7pp | 20.14%-23.2pp |
| Employer contribution / active EE | $963 | $2,135-54.9% | $3,758-74.4% | $2,281-57.8% |
| Participant deferral / active EE | $3,261 | $3,165+3.0% | $4,311-24.4% | $3,203+1.8% |
| Admin fee / account holder | $7,892 | $5,076+55.5% | $7,645+3.2% | $4,296+83.7% |