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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 | $67,367 | $53,162+26.7% | $91,225-26.2% | $68,486-1.6% |
| Participation rate | 39.2% | 63.2%-24.0pp | 73.2%-34.0pp | 67.9%-28.7pp |
| Annual return | -21.90% | -3.14%-18.8pp | 114.12%-136.0pp | -7.85%-14.0pp |
| Employer contribution / active EE | $1,291 | $1,709-24.5% | $2,851-54.7% | $2,597-50.3% |
| Participant deferral / active EE | $2,584 | $2,974-13.1% | $4,233-39.0% | $4,028-35.9% |
| Admin fee / account holder | $2,407 | $4,493-46.4% | $5,422-55.6% | $5,404-55.4% |