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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 | $60,834 | $48,235+26.1% | $68,803-11.6% | $68,490-11.2% |
| Participation rate | 48.8% | 60.7%-11.9pp | 69.0%-20.2pp | 67.9%-19.1pp |
| Annual return | -19.90% | -12.70%-7.2pp | -6.37%-13.5pp | -7.85%-12.0pp |
| Employer contribution / active EE | $1,576 | $1,829-13.8% | $2,656-40.7% | $2,597-39.3% |
| Participant deferral / active EE | $3,959 | $2,867+38.1% | $3,942+0.4% | $4,028-1.7% |
| Admin fee / account holder | $4,677 | $4,361+7.2% | $4,936-5.2% | $5,403-13.4% |