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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 | $45,471 | $43,338+4.9% | $59,887-24.1% | $64,173-29.1% |
| Participation rate | 67.9% | 69.2%-1.3pp | 74.7%-6.8pp | 69.6%-1.7pp |
| Annual return | -10.47% | -1.55%-8.9pp | 3.46%-13.9pp | 7.63%-18.1pp |
| Employer contribution / active EE | $2,130 | $2,030+5.0% | $2,722-21.7% | $2,381-10.5% |
| Participant deferral / active EE | $5,277 | $2,547+107.1% | $3,402+55.1% | $3,470+52.1% |
| Admin fee / account holder | $850 | $3,007-71.7% | $3,591-76.3% | $4,887-82.6% |