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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 | $55,724 | $76,551-27.2% | $123,894-55.0% | $62,881-11.4% |
| Participation rate | 59.2% | 73.0%-13.8pp | 81.4%-22.2pp | 69.3%-10.1pp |
| Annual return | -17.12% | 18.68%-35.8pp | 47.52%-64.6pp | 20.14%-37.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,332 | $4,840+30.8% | $5,984+5.8% | $3,203+97.7% |
| Admin fee / account holder | $1,341 | $4,826-72.2% | $8,357-84.0% | $4,296-68.8% |