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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 | $53,248 | $59,834-11.0% | $79,576-33.1% | $68,495-22.3% |
| Participation rate | 60.0% | 61.1%-1.1pp | 69.5%-9.5pp | 67.9%-7.9pp |
| Annual return | -33.40% | -12.30%-21.1pp | 0.15%-33.5pp | -7.84%-25.6pp |
| Employer contribution / active EE | $726 | $1,505-51.8% | $2,413-69.9% | $2,596-72.0% |
| Participant deferral / active EE | $3,939 | $3,024+30.2% | $3,985-1.2% | $4,028-2.2% |
| Admin fee / account holder | $11,341 | $4,835+134.5% | $6,834+66.0% | $5,403+109.9% |