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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 | $77,440 | $61,605+25.7% | $112,273-31.0% | $75,173+3.0% |
| Participation rate | 59.5% | 61.7%-2.2pp | 72.4%-12.9pp | 67.2%-7.7pp |
| Annual return | -4.79% | 28.47%-33.3pp | 30.23%-35.0pp | 160.72%-165.5pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,431-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,541 | $3,108+110.4% | $4,800+36.3% | $4,126+58.5% |
| Admin fee / account holder | $10,196 | $4,862+109.7% | $7,752+31.5% | $5,651+80.4% |