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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 | $60,314 | $37,463+61.0% | $77,096-21.8% | $66,938-9.9% |
| Participation rate | 34.0% | 52.9%-18.9pp | 67.9%-33.9pp | 69.8%-35.8pp |
| Annual return | -21.32% | -3.25%-18.1pp | 42.35%-63.7pp | 1.58%-22.9pp |
| Employer contribution / active EE | $1,950 | $1,535+27.0% | $2,814-30.7% | $2,545-23.4% |
| Participant deferral / active EE | $2,888 | $2,621+10.2% | $4,429-34.8% | $4,238-31.9% |
| Admin fee / account holder | $5,964 | $568+950.0% | $5,428+9.9% | $594+904.9% |