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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 | $53,042 | $61,660-14.0% | $80,022-33.7% | $64,173-17.3% |
| Participation rate | 64.4% | 71.7%-7.2pp | 75.8%-11.4pp | 69.6%-5.1pp |
| Annual return | -7.76% | -0.33%-7.4pp | 11.22%-19.0pp | 7.63%-15.4pp |
| Employer contribution / active EE | $874 | $1,810-51.7% | $2,468-64.6% | $2,381-63.3% |
| Participant deferral / active EE | $4,370 | $2,968+47.3% | $3,686+18.6% | $3,470+26.0% |
| Admin fee / account holder | $3,792 | $5,417-30.0% | $6,521-41.9% | $4,887-22.4% |