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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 | $49,901 | $73,009-31.7% | $90,760-45.0% | $68,486-27.1% |
| Participation rate | 59.6% | 70.8%-11.2pp | 75.7%-16.1pp | 67.9%-8.3pp |
| Annual return | -21.48% | -13.81%-7.7pp | -12.16%-9.3pp | -7.85%-13.6pp |
| Employer contribution / active EE | $1,886 | $2,193-14.0% | $2,922-35.4% | $2,597-27.4% |
| Participant deferral / active EE | $5,767 | $3,626+59.0% | $4,565+26.3% | $4,028+43.2% |
| Admin fee / account holder | $707 | $5,896-88.0% | $8,444-91.6% | $5,404-86.9% |