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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 | $49,274 | $59,813-17.6% | $79,580-38.1% | $68,486-28.1% |
| Participation rate | 59.2% | 61.1%-1.9pp | 69.5%-10.3pp | 67.9%-8.7pp |
| Annual return | -22.23% | -12.30%-9.9pp | 0.15%-22.4pp | -7.85%-14.4pp |
| Employer contribution / active EE | $1,744 | $1,505+15.9% | $2,413-27.7% | $2,597-32.8% |
| Participant deferral / active EE | $2,945 | $3,024-2.6% | $3,985-26.1% | $4,028-26.9% |
| Admin fee / account holder | $774 | $4,835-84.0% | $6,835-88.7% | $5,404-85.7% |