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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 | $50,893 | $71,872-29.2% | $86,691-41.3% | $68,495-25.7% |
| Participation rate | 64.0% | 72.2%-8.2pp | 76.6%-12.6pp | 67.9%-3.9pp |
| Annual return | -20.19% | 3.53%-23.7pp | 35.94%-56.1pp | -7.84%-12.3pp |
| Employer contribution / active EE | $2,191 | $2,173+0.8% | $2,837-22.8% | $2,596-15.6% |
| Participant deferral / active EE | $3,087 | $3,779-18.3% | $4,656-33.7% | $4,028-23.4% |
| Admin fee / account holder | $1,215 | $6,112-80.1% | $7,492-83.8% | $5,403-77.5% |