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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 | $54,214 | $54,541-0.6% | $78,778-31.2% | $70,126-22.7% |
| Participation rate | 43.7% | 60.8%-17.1pp | 69.2%-25.5pp | 69.5%-25.9pp |
| Annual return | -32.40% | 21.07%-53.5pp | 35.62%-68.0pp | 73.15%-105.6pp |
| Employer contribution / active EE | $1,536 | $1,089+41.1% | $1,986-22.6% | $2,343-34.4% |
| Participant deferral / active EE | $2,234 | $2,210+1.1% | $2,958-24.5% | $3,332-33.0% |
| Admin fee / account holder | $9,920 | $3,709+167.5% | $5,134+93.2% | $4,645+113.6% |