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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 | $57,930 | $71,872-19.4% | $86,691-33.2% | $68,495-15.4% |
| Participation rate | 59.2% | 72.2%-13.1pp | 76.6%-17.4pp | 67.9%-8.7pp |
| Annual return | -22.28% | 3.53%-25.8pp | 35.94%-58.2pp | -7.84%-14.4pp |
| Employer contribution / active EE | $2,727 | $2,173+25.5% | $2,837-3.9% | $2,596+5.0% |
| Participant deferral / active EE | $5,313 | $3,779+40.6% | $4,656+14.1% | $4,028+31.9% |
| Admin fee / account holder | $2,355 | $6,112-61.5% | $7,492-68.6% | $5,403-56.4% |