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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 | $61,111 | $72,273-15.4% | $101,275-39.7% | $79,856-23.5% |
| Participation rate | 53.6% | 68.5%-14.8pp | 75.8%-22.2pp | 69.6%-16.0pp |
| Annual return | -9.88% | 22.30%-32.2pp | 46.48%-56.4pp | 31.71%-41.6pp |
| Employer contribution / active EE | $965 | $2,691-64.1% | $3,660-73.6% | $2,471-61.0% |
| Participant deferral / active EE | $2,501 | $3,282-23.8% | $4,371-42.8% | $3,741-33.1% |
| Admin fee / account holder | $9,930 | $4,401+125.6% | $5,948+66.9% | $5,306+87.1% |