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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 | $73,713 | $73,009+1.0% | $90,756-18.8% | $68,495+7.6% |
| Participation rate | 69.2% | 70.8%-1.6pp | 75.7%-6.5pp | 67.9%+1.3pp |
| Annual return | -19.34% | -13.81%-5.5pp | -12.16%-7.2pp | -7.84%-11.5pp |
| Employer contribution / active EE | $1,119 | $2,193-49.0% | $2,922-61.7% | $2,596-56.9% |
| Participant deferral / active EE | $3,882 | $3,626+7.1% | $4,565-15.0% | $4,028-3.6% |
| Admin fee / account holder | $1,034 | $5,896-82.5% | $8,445-87.8% | $5,403-80.9% |