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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 | $44,538 | $48,267-7.7% | $68,808-35.3% | $68,486-35.0% |
| Participation rate | 53.2% | 60.7%-7.5pp | 69.0%-15.8pp | 67.9%-14.7pp |
| Annual return | -20.03% | -12.70%-7.3pp | -6.37%-13.7pp | -7.85%-12.2pp |
| Employer contribution / active EE | $1,854 | $1,829+1.4% | $2,656-30.2% | $2,597-28.6% |
| Participant deferral / active EE | $3,270 | $2,867+14.1% | $3,942-17.1% | $4,028-18.8% |
| Admin fee / account holder | $3,435 | $4,362-21.3% | $4,936-30.4% | $5,404-36.4% |