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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 | $62,551 | $45,872+36.4% | $77,096-18.9% | $68,486-8.7% |
| Participation rate | 27.9% | 55.9%-28.0pp | 67.9%-40.0pp | 67.9%-40.0pp |
| Annual return | -21.68% | 1.73%-23.4pp | 42.35%-64.0pp | -7.85%-13.8pp |
| Employer contribution / active EE | $1,758 | $1,650+6.6% | $2,814-37.5% | $2,597-32.3% |
| Participant deferral / active EE | $3,931 | $2,963+32.7% | $4,429-11.2% | $4,028-2.4% |
| Admin fee / account holder | $2,729 | $3,041-10.3% | $5,428-49.7% | $5,404-49.5% |