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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 | $64,890 | $67,411-3.7% | $91,004-28.7% | $70,126-7.5% |
| Participation rate | 58.0% | 71.4%-13.4pp | 75.6%-17.6pp | 69.5%-11.5pp |
| Annual return | 10.17% | -40.16%+50.3pp | 4.60%+5.6pp | 73.15%-63.0pp |
| Employer contribution / active EE | $1,079 | $1,786-39.6% | $2,456-56.1% | $2,343-54.0% |
| Participant deferral / active EE | $2,172 | $2,823-23.1% | $3,548-38.8% | $3,332-34.8% |
| Admin fee / account holder | $746 | $4,236-82.4% | $5,417-86.2% | $4,645-83.9% |