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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 | $61,687 | $61,6600% | $80,022-22.9% | $64,173-3.9% |
| Participation rate | 32.0% | 71.7%-39.7pp | 75.8%-43.8pp | 69.6%-37.6pp |
| Annual return | -7.95% | -0.33%-7.6pp | 11.22%-19.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $2,766 | $1,810+52.8% | $2,468+12.1% | $2,381+16.2% |
| Participant deferral / active EE | $6,056 | $2,968+104.1% | $3,686+64.3% | $3,470+74.5% |
| Admin fee / account holder | $1,732 | $5,417-68.0% | $6,521-73.4% | $4,887-64.6% |