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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 | $55,660 | $81,870-32.0% | $119,622-53.5% | $68,486-18.7% |
| Participation rate | 59.5% | 71.9%-12.4pp | 79.3%-19.8pp | 67.9%-8.4pp |
| Annual return | -22.36% | -23.82%+1.5pp | -14.98%-7.4pp | -7.85%-14.5pp |
| Employer contribution / active EE | $2,991 | $2,692+11.1% | $4,232-29.3% | $2,597+15.2% |
| Participant deferral / active EE | $3,097 | $4,148-25.3% | $5,601-44.7% | $4,028-23.1% |
| Admin fee / account holder | $2,817 | $6,583-57.2% | $10,328-72.7% | $5,404-47.9% |