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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 | $57,993 | $71,873-19.3% | $86,698-33.1% | $68,490-15.3% |
| Participation rate | 52.6% | 72.2%-19.6pp | 76.6%-24.0pp | 67.9%-15.3pp |
| Annual return | -20.77% | 3.54%-24.3pp | 35.96%-56.7pp | -7.85%-12.9pp |
| Employer contribution / active EE | $1,732 | $2,173-20.3% | $2,837-39.0% | $2,597-33.3% |
| Participant deferral / active EE | $2,707 | $3,779-28.4% | $4,656-41.9% | $4,028-32.8% |
| Admin fee / account holder | $1,705 | $6,110-72.1% | $7,492-77.2% | $5,403-68.4% |