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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 | $52,663 | $50,947+3.4% | $74,549-29.4% | $64,173-17.9% |
| Participation rate | 58.8% | 61.1%-2.2pp | 69.1%-10.3pp | 69.6%-10.7pp |
| Annual return | -8.81% | -1.85%-7.0pp | 32.53%-41.3pp | 7.63%-16.4pp |
| Employer contribution / active EE | $794 | $1,115-28.8% | $1,961-59.5% | $2,381-66.6% |
| Participant deferral / active EE | $2,495 | $2,302+8.4% | $3,108-19.7% | $3,470-28.1% |
| Admin fee / account holder | $5,431 | $4,221+28.7% | $5,059+7.4% | $4,887+11.1% |