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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 | $54,593 | $48,267+13.1% | $68,808-20.7% | $68,486-20.3% |
| Participation rate | 58.2% | 60.7%-2.5pp | 69.0%-10.8pp | 67.9%-9.7pp |
| Annual return | -21.06% | -12.70%-8.4pp | -6.37%-14.7pp | -7.85%-13.2pp |
| Employer contribution / active EE | $716 | $1,829-60.8% | $2,656-73.0% | $2,597-72.4% |
| Participant deferral / active EE | $1,437 | $2,867-49.9% | $3,942-63.6% | $4,028-64.3% |
| Admin fee / account holder | $1,965 | $4,362-55.0% | $4,936-60.2% | $5,404-63.6% |