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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 | $55,296 | $48,364+14.3% | $71,796-23.0% | $62,881-12.1% |
| Participation rate | 47.6% | 60.6%-13.1pp | 69.1%-21.6pp | 69.3%-21.7pp |
| Annual return | -3.53% | 13.16%-16.7pp | 78.04%-81.6pp | 20.14%-23.7pp |
| Employer contribution / active EE | $1,162 | $1,042+11.5% | $1,924-39.6% | $2,281-49.1% |
| Participant deferral / active EE | $2,899 | $2,091+38.6% | $2,794+3.8% | $3,203-9.5% |
| Admin fee / account holder | $1,070 | $3,771-71.6% | $4,815-77.8% | $4,296-75.1% |