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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 | $60,085 | $63,515-5.4% | $68,815-12.7% | $66,954-10.3% |
| Participation rate | 26.1% | 60.0%-34.0pp | 69.0%-43.0pp | 69.8%-43.8pp |
| Annual return | -18.49% | -8.28%-10.2pp | -6.37%-12.1pp | 1.57%-20.1pp |
| Employer contribution / active EE | $2,617 | $1,778+47.2% | $2,656-1.5% | $2,545+2.8% |
| Participant deferral / active EE | $1,047 | $2,948-64.5% | $3,943-73.4% | $4,239-75.3% |
| Admin fee / account holder | $607 | $578+5.0% | $4,936-87.7% | $594+2.3% |