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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 | $55,044 | $110,083-50.0% | $151,645-63.7% | $68,490-19.6% |
| Participation rate | 63.6% | 84.0%-20.3pp | 87.5%-23.9pp | 67.9%-4.3pp |
| Annual return | -18.71% | -10.12%-8.6pp | 3.34%-22.1pp | -7.85%-10.9pp |
| Employer contribution / active EE | $1,632 | $4,470-63.5% | $6,165-73.5% | $2,597-37.2% |
| Participant deferral / active EE | $7,842 | $6,526+20.2% | $8,363-6.2% | $4,028+94.7% |
| Admin fee / account holder | $3,219 | $7,718-58.3% | $11,614-72.3% | $5,403-40.4% |