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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 | $84,990 | $48,235+76.2% | $68,803+23.5% | $68,490+24.1% |
| Participation rate | 51.3% | 60.7%-9.4pp | 69.0%-17.7pp | 67.9%-16.6pp |
| Annual return | -20.12% | -12.70%-7.4pp | -6.37%-13.7pp | -7.85%-12.3pp |
| Employer contribution / active EE | $1,610 | $1,829-12.0% | $2,656-39.4% | $2,597-38.0% |
| Participant deferral / active EE | $3,712 | $2,867+29.5% | $3,942-5.8% | $4,028-7.8% |
| Admin fee / account holder | $1,219 | $4,361-72.1% | $4,936-75.3% | $5,403-77.4% |