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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 | $66,293 | $65,712+0.9% | $57,196+15.9% | $273,972-75.8% |
| Participation rate | 42.9% | 78.3%-35.5pp | 75.3%-32.5pp | 83.0%-40.2pp |
| Annual return | -0.98% | 22.01%-23.0pp | 14.59%-15.6pp | 41.46%-42.4pp |
| Employer contribution / active EE | $4,062 | $3,280+23.8% | $2,683+51.4% | $4,869-16.6% |
| Participant deferral / active EE | $6,424 | $3,782+69.9% | $3,096+107.5% | $5,287+21.5% |
| Admin fee / account holder | $2,699 | $4,838-44.2% | $3,141-14.1% | $10,133-73.4% |