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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 | $57,849 | $42,909+34.8% | $60,906-5.0% | $68,486-15.5% |
| Participation rate | 65.6% | 66.8%-1.1pp | 73.1%-7.5pp | 67.9%-2.3pp |
| Annual return | -19.12% | -13.99%-5.1pp | 16.94%-36.1pp | -7.85%-11.3pp |
| Employer contribution / active EE | $1,700 | $1,979-14.1% | $2,703-37.1% | $2,597-34.5% |
| Participant deferral / active EE | $3,474 | $2,866+21.2% | $3,814-8.9% | $4,028-13.7% |
| Admin fee / account holder | $2,348 | $3,104-24.4% | $3,227-27.2% | $5,404-56.6% |