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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 | $64,754 | $71,878-9.9% | $86,698-25.3% | $68,486-5.4% |
| Participation rate | 54.1% | 72.2%-18.1pp | 76.6%-22.5pp | 67.9%-13.8pp |
| Annual return | -20.63% | 3.53%-24.2pp | 35.95%-56.6pp | -7.85%-12.8pp |
| Employer contribution / active EE | $2,228 | $2,173+2.5% | $2,837-21.4% | $2,597-14.2% |
| Participant deferral / active EE | $3,307 | $3,779-12.5% | $4,656-29.0% | $4,028-17.9% |
| Admin fee / account holder | $1,498 | $6,113-75.5% | $7,493-80.0% | $5,404-72.3% |