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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 | $57,816 | $53,596+7.9% | $90,655-36.2% | $64,181-9.9% |
| Participation rate | 50.8% | 64.5%-13.7pp | 74.0%-23.2pp | 69.6%-18.7pp |
| Annual return | -8.75% | 4.41%-13.2pp | 1.89%-10.6pp | 7.63%-16.4pp |
| Employer contribution / active EE | $1,185 | $1,503-21.1% | $2,532-53.2% | $2,381-50.2% |
| Participant deferral / active EE | $2,415 | $2,459-1.8% | $3,425-29.5% | $3,470-30.4% |
| Admin fee / account holder | $18,674 | $3,868+382.8% | $4,994+273.9% | $4,887+282.1% |