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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 | $53,043 | $49,280+7.6% | $67,313-21.2% | $64,181-17.4% |
| Participation rate | 26.2% | 60.8%-34.6pp | 69.1%-42.9pp | 69.6%-43.4pp |
| Annual return | -8.46% | -1.39%-7.1pp | -4.08%-4.4pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,067 | $1,668-36.0% | $2,566-58.4% | $2,381-55.2% |
| Participant deferral / active EE | $2,544 | $2,484+2.4% | $3,568-28.7% | $3,470-26.7% |
| Admin fee / account holder | $2,212 | $3,863-42.7% | $4,507-50.9% | $4,887-54.7% |