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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 | $72,888 | $56,894+28.1% | $84,753-14.0% | $62,881+15.9% |
| Participation rate | 56.7% | 68.5%-11.9pp | 76.6%-19.9pp | 69.3%-12.6pp |
| Annual return | -3.28% | 6.30%-9.6pp | 22.78%-26.1pp | 20.14%-23.4pp |
| Employer contribution / active EE | $533 | $2,400-77.8% | $3,574-85.1% | $2,281-76.6% |
| Participant deferral / active EE | $2,766 | $2,709+2.1% | $3,712-25.5% | $3,203-13.7% |
| Admin fee / account holder | $816 | $3,581-77.2% | $5,333-84.7% | $4,296-81.0% |