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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 | $29,364 | $65,453-55.1% | $86,691-66.1% | $66,930-56.1% |
| Participation rate | 55.0% | 75.5%-20.4pp | 76.6%-21.5pp | 69.8%-14.8pp |
| Annual return | -20.24% | -10.89%-9.3pp | 35.94%-56.2pp | 1.57%-21.8pp |
| Employer contribution / active EE | $2,729 | $2,154+26.7% | $2,837-3.8% | $2,545+7.2% |
| Participant deferral / active EE | $5,848 | $4,102+42.6% | $4,656+25.6% | $4,238+38.0% |
| Admin fee / account holder | $1,692 | $642+163.6% | $7,492-77.4% | $593+185.1% |