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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 | $55,596 | $50,947+9.1% | $74,551-25.4% | $64,173-13.4% |
| Participation rate | 52.9% | 61.1%-8.1pp | 69.1%-16.2pp | 69.6%-16.6pp |
| Annual return | -9.55% | -1.85%-7.7pp | 32.53%-42.1pp | 7.63%-17.2pp |
| Employer contribution / active EE | $705 | $1,115-36.8% | $1,961-64.1% | $2,381-70.4% |
| Participant deferral / active EE | $2,129 | $2,302-7.5% | $3,108-31.5% | $3,470-38.7% |
| Admin fee / account holder | $3,492 | $4,221-17.3% | $5,059-31.0% | $4,887-28.6% |