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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 | $63,747 | $58,627+8.7% | $76,735-16.9% | $82,448-22.7% |
| Participation rate | 62.7% | 63.2%-0.5pp | 69.5%-6.8pp | 68.1%-5.3pp |
| Annual return | -24.73% | 39.10%-63.8pp | 29.77%-54.5pp | 41.64%-66.4pp |
| Employer contribution / active EE | $6,683 | $1,729+286.5% | $2,454+172.3% | $2,551+162.0% |
| Participant deferral / active EE | $0 | $3,134-100.0% | $4,088-100.0% | $4,139-100.0% |
| Admin fee / account holder | $6,366 | $5,323+19.6% | $7,189-11.5% | $7,234-12.0% |