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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 | $59,029 | $53,162+11.0% | $91,225-35.3% | $68,486-13.8% |
| Participation rate | 56.9% | 63.2%-6.3pp | 73.2%-16.3pp | 67.9%-11.0pp |
| Annual return | -22.59% | -3.14%-19.4pp | 114.12%-136.7pp | -7.85%-14.7pp |
| Employer contribution / active EE | $1,235 | $1,709-27.8% | $2,851-56.7% | $2,597-52.5% |
| Participant deferral / active EE | $4,268 | $2,974+43.5% | $4,233+0.8% | $4,028+6.0% |
| Admin fee / account holder | $4,199 | $4,493-6.6% | $5,422-22.6% | $5,404-22.3% |