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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 | $52,536 | $64,729-18.8% | $112,263-53.2% | $68,490-23.3% |
| Participation rate | 56.3% | 67.2%-10.9pp | 75.1%-18.8pp | 67.9%-11.6pp |
| Annual return | -19.70% | -11.40%-8.3pp | 27.49%-47.2pp | -7.85%-11.8pp |
| Employer contribution / active EE | $2,160 | $2,746-21.4% | $3,636-40.6% | $2,597-16.8% |
| Participant deferral / active EE | $5,029 | $3,566+41.0% | $4,729+6.3% | $4,028+24.9% |
| Admin fee / account holder | $1,062 | $5,222-79.7% | $6,410-83.4% | $5,403-80.3% |