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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 | $58,980 | $56,894+3.7% | $84,753-30.4% | $62,881-6.2% |
| Participation rate | 45.3% | 68.5%-23.3pp | 76.6%-31.3pp | 69.3%-24.0pp |
| Annual return | -2.09% | 6.30%-8.4pp | 22.78%-24.9pp | 20.14%-22.2pp |
| Employer contribution / active EE | $2,562 | $2,400+6.8% | $3,574-28.3% | $2,281+12.3% |
| Participant deferral / active EE | $2,241 | $2,709-17.3% | $3,712-39.6% | $3,203-30.0% |
| Admin fee / account holder | $5,749 | $3,581+60.6% | $5,333+7.8% | $4,296+33.8% |