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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 | $79,986 | $61,660+29.7% | $80,0220% | $64,181+24.6% |
| Participation rate | 58.1% | 71.7%-13.6pp | 75.8%-17.7pp | 69.6%-11.4pp |
| Annual return | -7.98% | -0.33%-7.6pp | 11.22%-19.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,464 | $1,810-19.1% | $2,468-40.7% | $2,381-38.5% |
| Participant deferral / active EE | $2,433 | $2,968-18.0% | $3,686-34.0% | $3,470-29.9% |
| Admin fee / account holder | $5,075 | $5,417-6.3% | $6,521-22.2% | $4,887+3.8% |