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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 | $88,619 | $99,345-10.8% | $84,753+4.6% | $273,972-67.7% |
| Participation rate | 45.0% | 80.7%-35.7pp | 76.6%-31.6pp | 83.0%-38.0pp |
| Annual return | -4.04% | 22.93%-27.0pp | 22.78%-26.8pp | 41.46%-45.5pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,993 | $4,270-53.3% | $3,712-46.3% | $5,287-62.3% |
| Admin fee / account holder | $1,411 | $6,645-78.8% | $5,333-73.5% | $10,133-86.1% |