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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 | $59,601 | $56,894+4.8% | $84,753-29.7% | $62,881-5.2% |
| Participation rate | 56.0% | 68.5%-12.6pp | 76.6%-20.6pp | 69.3%-13.4pp |
| Annual return | -2.76% | 6.30%-9.1pp | 22.78%-25.5pp | 20.14%-22.9pp |
| Employer contribution / active EE | $815 | $2,400-66.1% | $3,574-77.2% | $2,281-64.3% |
| Participant deferral / active EE | $2,291 | $2,709-15.4% | $3,712-38.3% | $3,203-28.5% |
| Admin fee / account holder | $10,194 | $3,581+184.7% | $5,333+91.2% | $4,296+137.3% |