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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 | $62,677 | $54,380+15.3% | $68,509-8.5% | $59,633+5.1% |
| Participation rate | 40.0% | 70.2%-30.2pp | 74.7%-34.7pp | 68.7%-28.7pp |
| Annual return | -6.77% | 2.83%-9.6pp | 8.27%-15.0pp | 2041.40%-2048.2pp |
| Employer contribution / active EE | $639 | $1,539-58.4% | $2,278-71.9% | $2,203-71.0% |
| Participant deferral / active EE | $1,469 | $2,643-44.4% | $3,382-56.6% | $3,192-54.0% |
| Admin fee / account holder | $596 | $3,885-84.7% | $5,275-88.7% | $4,297-86.1% |