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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 | $64,354 | $76,912-16.3% | $129,118-50.2% | $68,486-6.0% |
| Participation rate | 51.7% | 69.1%-17.4pp | 77.2%-25.5pp | 67.9%-16.2pp |
| Annual return | -19.41% | -9.78%-9.6pp | -10.94%-8.5pp | -7.85%-11.6pp |
| Employer contribution / active EE | $2,831 | $3,243-12.7% | $5,051-44.0% | $2,597+9.0% |
| Participant deferral / active EE | $5,393 | $4,732+14.0% | $6,539-17.5% | $4,028+33.9% |
| Admin fee / account holder | $3,071 | $6,638-53.7% | $14,305-78.5% | $5,404-43.2% |