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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 | $50,445 | $76,912-34.4% | $129,118-60.9% | $68,486-26.3% |
| Participation rate | 58.0% | 69.1%-11.1pp | 77.2%-19.2pp | 67.9%-9.9pp |
| Annual return | -19.88% | -9.78%-10.1pp | -10.94%-8.9pp | -7.85%-12.0pp |
| Employer contribution / active EE | $2,885 | $3,243-11.0% | $5,051-42.9% | $2,597+11.1% |
| Participant deferral / active EE | $4,664 | $4,732-1.5% | $6,539-28.7% | $4,028+15.8% |
| Admin fee / account holder | $17,600 | $6,638+165.2% | $14,305+23.0% | $5,404+225.7% |