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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 | $69,586 | $81,870-15.0% | $119,622-41.8% | $68,486+1.6% |
| Participation rate | 62.7% | 71.9%-9.1pp | 79.3%-16.5pp | 67.9%-5.1pp |
| Annual return | -23.52% | -23.82%+0.3pp | -14.98%-8.5pp | -7.85%-15.7pp |
| Employer contribution / active EE | $1,885 | $2,692-30.0% | $4,232-55.5% | $2,597-27.4% |
| Participant deferral / active EE | $3,992 | $4,148-3.8% | $5,601-28.7% | $4,028-0.9% |
| Admin fee / account holder | $3,968 | $6,583-39.7% | $10,328-61.6% | $5,404-26.6% |