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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 | $49,668 | $71,873-30.9% | $86,698-42.7% | $68,490-27.5% |
| Participation rate | 67.6% | 72.2%-4.7pp | 76.6%-9.0pp | 67.9%-0.3pp |
| Annual return | -22.15% | 3.54%-25.7pp | 35.96%-58.1pp | -7.85%-14.3pp |
| Employer contribution / active EE | $2,340 | $2,173+7.7% | $2,837-17.5% | $2,597-9.9% |
| Participant deferral / active EE | $5,700 | $3,779+50.8% | $4,656+22.4% | $4,028+41.5% |
| Admin fee / account holder | $900 | $6,110-85.3% | $7,492-88.0% | $5,403-83.3% |