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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 | $61,279 | $77,817-21.3% | $123,553-50.4% | $64,173-4.5% |
| Participation rate | 56.7% | 74.7%-18.0pp | 82.3%-25.6pp | 69.6%-12.9pp |
| Annual return | -9.78% | 12.49%-22.3pp | 119.21%-129.0pp | 7.63%-17.4pp |
| Employer contribution / active EE | $623 | $3,014-79.3% | $4,628-86.5% | $2,381-73.8% |
| Participant deferral / active EE | $5,922 | $5,240+13.0% | $6,426-7.8% | $3,470+70.7% |
| Admin fee / account holder | $3,837 | $5,519-30.5% | $9,284-58.7% | $4,887-21.5% |