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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 | $50,656 | $59,834-15.3% | $79,576-36.3% | $68,495-26.0% |
| Participation rate | 59.2% | 61.1%-1.9pp | 69.5%-10.3pp | 67.9%-8.7pp |
| Annual return | -22.47% | -12.30%-10.2pp | 0.15%-22.6pp | -7.84%-14.6pp |
| Employer contribution / active EE | $1,531 | $1,505+1.8% | $2,413-36.5% | $2,596-41.0% |
| Participant deferral / active EE | $2,045 | $3,024-32.4% | $3,985-48.7% | $4,028-49.2% |
| Admin fee / account holder | $1,943 | $4,835-59.8% | $6,834-71.6% | $5,403-64.0% |