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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 | $57,281 | $70,667-18.9% | $123,105-53.5% | $52,331+9.5% |
| Participation rate | 68.6% | 83.7%-15.1pp | 86.8%-18.2pp | 68.1%+0.5pp |
| Annual return | -1.62% | 6.23%-7.8pp | 13.22%-14.8pp | 4.54%-6.2pp |
| Employer contribution / active EE | $2,361 | $2,946-19.9% | $5,151-54.2% | $1,882+25.5% |
| Participant deferral / active EE | $6,230 | $4,493+38.7% | $6,2290% | $3,022+106.1% |
| Admin fee / account holder | $1,527 | $506+201.6% | $9,014-83.1% | $592+158.2% |