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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 | $57,156 | $71,878-20.5% | $86,698-34.1% | $68,486-16.5% |
| Participation rate | 58.3% | 72.2%-13.9pp | 76.6%-18.3pp | 67.9%-9.6pp |
| Annual return | -19.19% | 3.53%-22.7pp | 35.95%-55.1pp | -7.85%-11.3pp |
| Employer contribution / active EE | $2,356 | $2,173+8.4% | $2,837-17.0% | $2,597-9.3% |
| Participant deferral / active EE | $4,588 | $3,779+21.4% | $4,656-1.5% | $4,028+13.9% |
| Admin fee / account holder | $2,217 | $6,113-63.7% | $7,493-70.4% | $5,404-59.0% |