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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 | $51,127 | $54,239-5.7% | $70,098-27.1% | $68,495-25.4% |
| Participation rate | 69.5% | 64.5%+5.0pp | 70.5%-1.0pp | 67.9%+1.6pp |
| Annual return | -21.87% | -13.87%-8.0pp | 190.76%-212.6pp | -7.84%-14.0pp |
| Employer contribution / active EE | $494 | $2,019-75.5% | $2,560-80.7% | $2,596-81.0% |
| Participant deferral / active EE | $2,920 | $2,957-1.2% | $3,849-24.1% | $4,028-27.5% |
| Admin fee / account holder | $2,456 | $4,691-47.6% | $6,266-60.8% | $5,403-54.5% |