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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 | $64,002 | $56,484+13.3% | $169,452-62.2% | $64,173-0.3% |
| Participation rate | 23.4% | 64.5%-41.1pp | 77.8%-54.3pp | 69.6%-46.1pp |
| Annual return | -8.42% | -1.55%-6.9pp | 1.83%-10.3pp | 7.63%-16.1pp |
| Employer contribution / active EE | $365 | $1,832-80.1% | $4,157-91.2% | $2,381-84.7% |
| Participant deferral / active EE | $1,180 | $3,448-65.8% | $5,277-77.6% | $3,470-66.0% |
| Admin fee / account holder | $4,657 | $4,174+11.6% | $9,110-48.9% | $4,887-4.7% |