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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 | $61,358 | $58,093+5.6% | $80,022-23.3% | $56,287+9.0% |
| Participation rate | 37.7% | 73.6%-35.9pp | 75.8%-38.2pp | 69.9%-32.2pp |
| Annual return | -9.79% | 34.63%-44.4pp | 11.22%-21.0pp | -9.96%+0.2pp |
| Employer contribution / active EE | $1,403 | $1,933-27.4% | $2,468-43.1% | $2,111-33.5% |
| Participant deferral / active EE | $2,244 | $3,136-28.4% | $3,686-39.1% | $3,350-33.0% |
| Admin fee / account holder | $1,391 | $623+123.4% | $6,521-78.7% | $521+167.0% |