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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 | $81,993 | $81,870+0.2% | $119,634-31.5% | $68,490+19.7% |
| Participation rate | 57.5% | 71.9%-14.4pp | 79.3%-21.8pp | 67.9%-10.4pp |
| Annual return | -21.79% | -23.82%+2.0pp | -14.98%-6.8pp | -7.85%-13.9pp |
| Employer contribution / active EE | $2,376 | $2,692-11.7% | $4,232-43.9% | $2,597-8.5% |
| Participant deferral / active EE | $4,074 | $4,148-1.8% | $5,601-27.3% | $4,028+1.2% |
| Admin fee / account holder | $656 | $6,583-90.0% | $10,329-93.6% | $5,403-87.9% |