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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 | $58,983 | $64,307-8.3% | $57,349+2.8% | $125,388-53.0% |
| Participation rate | 37.5% | 78.6%-41.1pp | 75.1%-37.6pp | 83.2%-45.7pp |
| Annual return | -9.11% | 25.14%-34.2pp | 24.40%-33.5pp | 282.24%-291.3pp |
| Employer contribution / active EE | $3,312 | $3,193+3.7% | $2,689+23.2% | $4,866-31.9% |
| Participant deferral / active EE | $4,837 | $3,847+25.7% | $3,162+53.0% | $5,352-9.6% |
| Admin fee / account holder | $5,861 | $5,242+11.8% | $3,356+74.6% | $9,541-38.6% |