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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 | $60,265 | $73,839-18.4% | $143,788-58.1% | $68,495-12.0% |
| Participation rate | 65.9% | 66.7%-0.8pp | 80.3%-14.5pp | 67.9%-2.0pp |
| Annual return | -21.31% | 1.01%-22.3pp | -0.03%-21.3pp | -7.84%-13.5pp |
| Employer contribution / active EE | $1,199 | $3,184-62.4% | $4,952-75.8% | $2,596-53.8% |
| Participant deferral / active EE | $3,345 | $3,384-1.2% | $5,638-40.7% | $4,028-17.0% |
| Admin fee / account holder | $4,940 | $5,755-14.2% | $14,675-66.3% | $5,403-8.6% |