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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 | $73,254 | $73,009+0.3% | $90,760-19.3% | $68,486+7.0% |
| Participation rate | 50.7% | 70.8%-20.1pp | 75.7%-24.9pp | 67.9%-17.1pp |
| Annual return | -22.27% | -13.81%-8.5pp | -12.16%-10.1pp | -7.85%-14.4pp |
| Employer contribution / active EE | $2,186 | $2,193-0.3% | $2,922-25.2% | $2,597-15.8% |
| Participant deferral / active EE | $3,676 | $3,626+1.4% | $4,565-19.5% | $4,028-8.7% |
| Admin fee / account holder | $5,261 | $5,896-10.8% | $8,444-37.7% | $5,404-2.7% |