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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 | $63,937 | $50,947+25.5% | $74,551-14.2% | $64,173-0.4% |
| Participation rate | 16.3% | 61.1%-44.7pp | 69.1%-52.8pp | 69.6%-53.2pp |
| Annual return | -8.17% | -1.85%-6.3pp | 32.53%-40.7pp | 7.63%-15.8pp |
| Employer contribution / active EE | $752 | $1,115-32.5% | $1,961-61.6% | $2,381-68.4% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,355 | $4,221-20.5% | $5,059-33.7% | $4,887-31.3% |