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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 | $53,811 | $50,947+5.6% | $74,549-27.8% | $64,173-16.1% |
| Participation rate | 58.8% | 61.1%-2.2pp | 69.1%-10.3pp | 69.6%-10.7pp |
| Annual return | -9.23% | -1.85%-7.4pp | 32.53%-41.8pp | 7.63%-16.9pp |
| Employer contribution / active EE | $1,348 | $1,115+20.9% | $1,961-31.2% | $2,381-43.4% |
| Participant deferral / active EE | $2,272 | $2,302-1.3% | $3,108-26.9% | $3,470-34.5% |
| Admin fee / account holder | $4,260 | $4,221+0.9% | $5,059-15.8% | $4,887-12.8% |