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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 | $62,522 | $62,586-0.1% | $76,766-18.6% | $64,181-2.6% |
| Participation rate | 31.3% | 72.8%-41.6pp | 77.0%-45.7pp | 69.6%-38.3pp |
| Annual return | -9.42% | -1.95%-7.5pp | 2.43%-11.9pp | 7.63%-17.1pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,738 | $3,145-12.9% | $3,851-28.9% | $3,470-21.1% |
| Admin fee / account holder | $6,037 | $4,667+29.4% | $6,675-9.6% | $4,887+23.5% |