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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 | $60,337 | $62,589-3.6% | $76,768-21.4% | $64,173-6.0% |
| Participation rate | 65.7% | 72.8%-7.1pp | 77.0%-11.2pp | 69.6%-3.9pp |
| Annual return | -8.40% | -1.95%-6.5pp | 2.43%-10.8pp | 7.63%-16.0pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,500 | $3,145+11.3% | $3,852-9.1% | $3,470+0.9% |
| Admin fee / account holder | $2,860 | $4,667-38.7% | $6,675-57.2% | $4,887-41.5% |