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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 | $60,182 | $76,551-21.4% | $123,894-51.4% | $62,881-4.3% |
| Participation rate | 57.5% | 73.0%-15.5pp | 81.4%-23.9pp | 69.3%-11.8pp |
| Annual return | -3.53% | 18.68%-22.2pp | 47.52%-51.0pp | 20.14%-23.7pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,184 | $4,840+7.1% | $5,984-13.4% | $3,203+61.8% |
| Admin fee / account holder | $18,507 | $4,826+283.5% | $8,357+121.5% | $4,296+330.8% |