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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 | $69,863 | $42,910+62.8% | $60,919+14.7% | $68,490+2.0% |
| Participation rate | 51.5% | 66.8%-15.2pp | 73.1%-21.6pp | 67.9%-16.4pp |
| Annual return | -19.60% | -13.99%-5.6pp | 16.96%-36.6pp | -7.85%-11.7pp |
| Employer contribution / active EE | $1,140 | $1,978-42.4% | $2,704-57.8% | $2,597-56.1% |
| Participant deferral / active EE | $4,514 | $2,866+57.5% | $3,814+18.3% | $4,028+12.1% |
| Admin fee / account holder | $682 | $3,104-78.0% | $3,228-78.9% | $5,403-87.4% |