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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 | $61,944 | $48,267+28.3% | $68,794-10.0% | $68,495-9.6% |
| Participation rate | 47.2% | 60.7%-13.4pp | 69.0%-21.8pp | 67.9%-20.7pp |
| Annual return | -23.65% | -12.70%-11.0pp | -6.37%-17.3pp | -7.84%-15.8pp |
| Employer contribution / active EE | $2,778 | $1,829+51.9% | $2,656+4.6% | $2,596+7.0% |
| Participant deferral / active EE | $2,693 | $2,867-6.0% | $3,941-31.7% | $4,028-33.1% |
| Admin fee / account holder | $1,447 | $4,362-66.8% | $4,934-70.7% | $5,403-73.2% |