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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 | $68,974 | $46,689+47.7% | $117,498-41.3% | $68,495+0.7% |
| Participation rate | 37.0% | 56.8%-19.8pp | 70.6%-33.6pp | 67.9%-30.9pp |
| Annual return | -19.37% | -14.52%-4.9pp | 29.75%-49.1pp | -7.84%-11.5pp |
| Employer contribution / active EE | $650 | $1,505-56.8% | $4,178-84.4% | $2,596-75.0% |
| Participant deferral / active EE | $2,237 | $2,637-15.2% | $4,071-45.1% | $4,028-44.5% |
| Admin fee / account holder | $9,783 | $4,021+143.3% | $5,646+73.3% | $5,403+81.1% |