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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 | $61,816 | $27,639+123.7% | $61,501+0.5% | $68,490-9.7% |
| Participation rate | 32.0% | 39.5%-7.5pp | 52.6%-20.6pp | 67.9%-35.9pp |
| Annual return | -21.18% | -13.19%-8.0pp | 339.04%-360.2pp | -7.85%-13.3pp |
| Employer contribution / active EE | $1,106 | $696+58.9% | $1,160-4.6% | $2,597-57.4% |
| Participant deferral / active EE | $2,145 | $1,264+69.8% | $2,125+1.0% | $4,028-46.7% |
| Admin fee / account holder | $7,862 | $2,012+290.7% | $2,132+268.8% | $5,403+45.5% |