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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 | $69,548 | $42,396+64.0% | $67,313+3.3% | $56,289+23.6% |
| Participation rate | 46.5% | 61.0%-14.4pp | 69.1%-22.5pp | 69.9%-23.3pp |
| Annual return | -8.79% | -36.63%+27.8pp | -4.08%-4.7pp | -9.96%+1.2pp |
| Employer contribution / active EE | $1,535 | $1,414+8.6% | $2,566-40.2% | $2,111-27.3% |
| Participant deferral / active EE | $1,701 | $2,360-27.9% | $3,568-52.3% | $3,350-49.2% |
| Admin fee / account holder | $1,892 | $510+271.3% | $4,507-58.0% | $521+263.2% |