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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 | $64,123 | $50,947+25.9% | $74,549-14.0% | $64,173-0.1% |
| Participation rate | 54.5% | 61.1%-6.5pp | 69.1%-14.6pp | 69.6%-15.0pp |
| Annual return | -8.04% | -1.85%-6.2pp | 32.53%-40.6pp | 7.63%-15.7pp |
| Employer contribution / active EE | $782 | $1,115-29.9% | $1,961-60.1% | $2,381-67.1% |
| Participant deferral / active EE | $3,224 | $2,302+40.1% | $3,108+3.7% | $3,470-7.1% |
| Admin fee / account holder | $21,601 | $4,221+411.8% | $5,059+327.0% | $4,887+342.0% |