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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 | $50,262 | $42,909+17.1% | $60,906-17.5% | $68,486-26.6% |
| Participation rate | 50.0% | 66.8%-16.8pp | 73.1%-23.1pp | 67.9%-17.9pp |
| Annual return | -20.27% | -13.99%-6.3pp | 16.94%-37.2pp | -7.85%-12.4pp |
| Employer contribution / active EE | $2,651 | $1,979+34.0% | $2,703-1.9% | $2,597+2.1% |
| Participant deferral / active EE | $6,677 | $2,866+132.9% | $3,814+75.1% | $4,028+65.8% |
| Admin fee / account holder | $2,069 | $3,104-33.3% | $3,227-35.9% | $5,404-61.7% |