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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 | $70,629 | $71,878-1.7% | $86,698-18.5% | $68,486+3.1% |
| Participation rate | 59.4% | 72.2%-12.9pp | 76.6%-17.2pp | 67.9%-8.5pp |
| Annual return | -20.09% | 3.53%-23.6pp | 35.95%-56.0pp | -7.85%-12.2pp |
| Employer contribution / active EE | $1,168 | $2,173-46.3% | $2,837-58.8% | $2,597-55.0% |
| Participant deferral / active EE | $2,768 | $3,779-26.8% | $4,656-40.6% | $4,028-31.3% |
| Admin fee / account holder | $504 | $6,113-91.8% | $7,493-93.3% | $5,404-90.7% |