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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 | $59,264 | $77,816-23.8% | $123,549-52.0% | $64,181-7.7% |
| Participation rate | 58.0% | 74.7%-16.7pp | 82.3%-24.3pp | 69.6%-11.6pp |
| Annual return | -13.54% | 12.49%-26.0pp | 119.20%-132.7pp | 7.63%-21.2pp |
| Employer contribution / active EE | $1,767 | $3,014-41.4% | $4,628-61.8% | $2,381-25.8% |
| Participant deferral / active EE | $3,514 | $5,240-32.9% | $6,426-45.3% | $3,470+1.3% |
| Admin fee / account holder | $5,484 | $5,519-0.6% | $9,284-40.9% | $4,887+12.2% |