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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 | $50,670 | $59,819-15.3% | $79,583-36.3% | $68,490-26.0% |
| Participation rate | 54.8% | 61.1%-6.3pp | 69.5%-14.7pp | 67.9%-13.1pp |
| Annual return | -20.26% | -12.30%-8.0pp | 0.16%-20.4pp | -7.85%-12.4pp |
| Employer contribution / active EE | $2,229 | $1,505+48.1% | $2,414-7.6% | $2,597-14.2% |
| Participant deferral / active EE | $2,934 | $3,025-3.0% | $3,986-26.4% | $4,028-27.2% |
| Admin fee / account holder | $4,707 | $4,835-2.7% | $6,835-31.1% | $5,403-12.9% |