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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 | $59,217 | $59,813-1.0% | $79,580-25.6% | $68,486-13.5% |
| Participation rate | 58.1% | 61.1%-2.9pp | 69.5%-11.3pp | 67.9%-9.8pp |
| Annual return | -21.03% | -12.30%-8.7pp | 0.15%-21.2pp | -7.85%-13.2pp |
| Employer contribution / active EE | $1,368 | $1,505-9.1% | $2,413-43.3% | $2,597-47.3% |
| Participant deferral / active EE | $6,066 | $3,024+100.5% | $3,985+52.2% | $4,028+50.6% |
| Admin fee / account holder | $3,302 | $4,835-31.7% | $6,835-51.7% | $5,404-38.9% |