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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 | $60,974 | $77,816-21.6% | $123,552-50.6% | $64,173-5.0% |
| Participation rate | 61.7% | 74.7%-13.0pp | 82.3%-20.6pp | 69.6%-7.9pp |
| Annual return | -8.28% | 12.49%-20.8pp | 119.20%-127.5pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,697 | $3,014-43.7% | $4,628-63.3% | $2,381-28.7% |
| Participant deferral / active EE | $3,045 | $5,240-41.9% | $6,426-52.6% | $3,470-12.2% |
| Admin fee / account holder | $11,976 | $5,519+117.0% | $9,285+29.0% | $4,887+145.0% |