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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 | $59,089 | $42,909+37.7% | $60,906-3.0% | $68,486-13.7% |
| Participation rate | 54.4% | 66.8%-12.4pp | 73.1%-18.7pp | 67.9%-13.5pp |
| Annual return | -18.97% | -13.99%-5.0pp | 16.94%-35.9pp | -7.85%-11.1pp |
| Employer contribution / active EE | $1,427 | $1,979-27.9% | $2,703-47.2% | $2,597-45.1% |
| Participant deferral / active EE | $2,281 | $2,866-20.4% | $3,814-40.2% | $4,028-43.4% |
| Admin fee / account holder | $5,688 | $3,104+83.2% | $3,227+76.3% | $5,404+5.3% |