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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 | $75,615 | $50,958+48.4% | $74,552+1.4% | $64,181+17.8% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.1%-19.1pp | 69.6%-19.6pp |
| Annual return | -10.31% | -1.86%-8.5pp | 32.53%-42.8pp | 7.63%-17.9pp |
| Employer contribution / active EE | $335 | $1,115-69.9% | $1,961-82.9% | $2,381-85.9% |
| Participant deferral / active EE | $2,608 | $2,301+13.3% | $3,108-16.1% | $3,470-24.8% |
| Admin fee / account holder | $4,096 | $4,223-3.0% | $5,060-19.1% | $4,887-16.2% |