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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 | $62,521 | $65,703-4.8% | $94,228-33.6% | $59,633+4.8% |
| Participation rate | 37.1% | 72.1%-35.0pp | 78.8%-41.7pp | 68.7%-31.6pp |
| Annual return | -5.28% | 5.22%-10.5pp | 10.68%-16.0pp | 2041.40%-2046.7pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,406 | $3,143+8.4% | $4,320-21.2% | $3,192+6.7% |
| Admin fee / account holder | $7,362 | $4,264+72.6% | $6,269+17.4% | $4,297+71.3% |