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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 | $51,999 | $56,894-8.6% | $84,753-38.6% | $62,881-17.3% |
| Participation rate | 63.9% | 68.5%-4.6pp | 76.6%-12.7pp | 69.3%-5.4pp |
| Annual return | -2.50% | 6.30%-8.8pp | 22.78%-25.3pp | 20.14%-22.6pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,551 | $2,709-42.7% | $3,712-58.2% | $3,203-51.6% |
| Admin fee / account holder | $3,762 | $3,581+5.1% | $5,333-29.5% | $4,296-12.4% |