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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 | $71,173 | $64,719+10.0% | $112,249-36.6% | $68,486+3.9% |
| Participation rate | 31.3% | 67.2%-35.9pp | 75.1%-43.8pp | 67.9%-36.6pp |
| Annual return | -55.63% | -11.40%-44.2pp | 27.48%-83.1pp | -7.85%-47.8pp |
| Employer contribution / active EE | $2,018 | $2,747-26.5% | $3,636-44.5% | $2,597-22.3% |
| Participant deferral / active EE | $3,493 | $3,565-2.0% | $4,729-26.1% | $4,028-13.3% |
| Admin fee / account holder | $3,519 | $5,232-32.7% | $6,412-45.1% | $5,404-34.9% |