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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 | $56,353 | $71,878-21.6% | $86,698-35.0% | $68,486-17.7% |
| Participation rate | 54.3% | 72.2%-18.0pp | 76.6%-22.3pp | 67.9%-13.6pp |
| Annual return | -20.01% | 3.53%-23.5pp | 35.95%-56.0pp | -7.85%-12.2pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,563 | $3,779+73.7% | $4,656+41.0% | $4,028+63.0% |
| Admin fee / account holder | $4,201 | $6,113-31.3% | $7,493-43.9% | $5,404-22.3% |