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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 | $58,414 | $39,132+49.3% | $57,196+2.1% | $62,881-7.1% |
| Participation rate | 55.6% | 70.5%-14.9pp | 75.3%-19.8pp | 69.3%-13.7pp |
| Annual return | -2.73% | 9.24%-12.0pp | 14.59%-17.3pp | 20.14%-22.9pp |
| Employer contribution / active EE | $1,314 | $1,874-29.9% | $2,683-51.0% | $2,281-42.4% |
| Participant deferral / active EE | $1,926 | $2,374-18.9% | $3,096-37.8% | $3,203-39.9% |
| Admin fee / account holder | $5,311 | $2,594+104.7% | $3,141+69.1% | $4,296+23.6% |