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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 | $54,547 | $50,947+7.1% | $74,551-26.8% | $64,173-15.0% |
| Participation rate | 52.6% | 61.1%-8.4pp | 69.1%-16.5pp | 69.6%-16.9pp |
| Annual return | -8.48% | -1.85%-6.6pp | 32.53%-41.0pp | 7.63%-16.1pp |
| Employer contribution / active EE | $562 | $1,115-49.6% | $1,961-71.3% | $2,381-76.4% |
| Participant deferral / active EE | $1,464 | $2,302-36.4% | $3,108-52.9% | $3,470-57.8% |
| Admin fee / account holder | $2,666 | $4,221-36.8% | $5,059-47.3% | $4,887-45.5% |