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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 | $63,580 | $91,559-30.6% | $133,959-52.5% | $79,858-20.4% |
| Participation rate | 56.0% | 73.3%-17.3pp | 79.8%-23.8pp | 69.6%-13.6pp |
| Annual return | -5.30% | 61.85%-67.2pp | 45.09%-50.4pp | 31.72%-37.0pp |
| Employer contribution / active EE | $1,922 | $2,384-19.4% | $3,919-51.0% | $2,471-22.2% |
| Participant deferral / active EE | $3,136 | $3,734-16.0% | $5,047-37.9% | $3,740-16.2% |
| Admin fee / account holder | $3,065 | $6,321-51.5% | $8,928-65.7% | $5,306-42.2% |