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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 | $59,949 | $71,878-16.6% | $86,698-30.9% | $68,486-12.5% |
| Participation rate | 67.4% | 72.2%-4.8pp | 76.6%-9.1pp | 67.9%-0.5pp |
| Annual return | -19.03% | 3.53%-22.6pp | 35.95%-55.0pp | -7.85%-11.2pp |
| Employer contribution / active EE | $2,217 | $2,173+2.0% | $2,837-21.9% | $2,597-14.6% |
| Participant deferral / active EE | $4,591 | $3,779+21.5% | $4,656-1.4% | $4,028+14.0% |
| Admin fee / account holder | $9,317 | $6,113+52.4% | $7,493+24.3% | $5,404+72.4% |