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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 | $59,103 | $64,716-8.7% | $112,258-47.4% | $68,495-13.7% |
| Participation rate | 35.7% | 67.2%-31.4pp | 75.1%-39.3pp | 67.9%-32.2pp |
| Annual return | -19.75% | -11.40%-8.3pp | 27.47%-47.2pp | -7.84%-11.9pp |
| Employer contribution / active EE | $1,319 | $2,746-52.0% | $3,636-63.7% | $2,596-49.2% |
| Participant deferral / active EE | $2,989 | $3,565-16.2% | $4,728-36.8% | $4,028-25.8% |
| Admin fee / account holder | $1,717 | $5,232-67.2% | $6,411-73.2% | $5,403-68.2% |