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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 | $60,112 | $48,235+24.6% | $68,803-12.6% | $68,490-12.2% |
| Participation rate | 44.0% | 60.7%-16.7pp | 69.0%-25.0pp | 67.9%-23.9pp |
| Annual return | -19.65% | -12.70%-6.9pp | -6.37%-13.3pp | -7.85%-11.8pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,501 | $2,867-12.8% | $3,942-36.6% | $4,028-37.9% |
| Admin fee / account holder | $4,857 | $4,361+11.4% | $4,936-1.6% | $5,403-10.1% |