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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 | $63,099 | $113,941-44.6% | $94,229-33.0% | $125,389-49.7% |
| Participation rate | 60.9% | 82.9%-22.0pp | 78.8%-17.9pp | 83.2%-22.3pp |
| Annual return | -4.61% | 5.29%-9.9pp | 10.68%-15.3pp | 282.24%-286.9pp |
| Employer contribution / active EE | $972 | $4,727-79.4% | $3,587-72.9% | $4,866-80.0% |
| Participant deferral / active EE | $3,889 | $5,179-24.9% | $4,320-10.0% | $5,352-27.3% |
| Admin fee / account holder | $6,527 | $8,392-22.2% | $6,269+4.1% | $9,541-31.6% |