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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 | $61,497 | $46,689+31.7% | $117,498-47.7% | $68,495-10.2% |
| Participation rate | 39.3% | 56.8%-17.5pp | 70.6%-31.3pp | 67.9%-28.6pp |
| Annual return | -20.77% | -14.52%-6.3pp | 29.75%-50.5pp | -7.84%-12.9pp |
| Employer contribution / active EE | $1,090 | $1,505-27.6% | $4,178-73.9% | $2,596-58.0% |
| Participant deferral / active EE | $3,132 | $2,637+18.8% | $4,071-23.1% | $4,028-22.2% |
| Admin fee / account holder | $6,161 | $4,021+53.2% | $5,646+9.1% | $5,403+14.0% |