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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 | $63,312 | $60,989+3.8% | $60,906+4.0% | $66,938-5.4% |
| Participation rate | 50.0% | 74.5%-24.5pp | 73.1%-23.1pp | 69.8%-19.8pp |
| Annual return | -16.87% | -9.60%-7.3pp | 16.94%-33.8pp | 1.58%-18.4pp |
| Employer contribution / active EE | $1,230 | $2,661-53.8% | $2,703-54.5% | $2,545-51.7% |
| Participant deferral / active EE | $1,943 | $3,615-46.3% | $3,814-49.1% | $4,238-54.2% |
| Admin fee / account holder | $768 | $338+126.9% | $3,227-76.2% | $594+29.4% |