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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 | $63,101 | $64,719-2.5% | $112,249-43.8% | $68,486-7.9% |
| Participation rate | 38.5% | 67.2%-28.7pp | 75.1%-36.6pp | 67.9%-29.4pp |
| Annual return | -20.58% | -11.40%-9.2pp | 27.48%-48.1pp | -7.85%-12.7pp |
| Employer contribution / active EE | $1,621 | $2,747-41.0% | $3,636-55.4% | $2,597-37.6% |
| Participant deferral / active EE | $3,457 | $3,565-3.0% | $4,729-26.9% | $4,028-14.2% |
| Admin fee / account holder | $2,615 | $5,232-50.0% | $6,412-59.2% | $5,404-51.6% |