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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 | $63,488 | $73,988-14.2% | $96,538-34.2% | $75,177-15.5% |
| Participation rate | 29.6% | 66.4%-36.8pp | 74.3%-44.7pp | 67.2%-37.6pp |
| Annual return | -8.74% | 26.73%-35.5pp | 35.74%-44.5pp | 160.75%-169.5pp |
| Employer contribution / active EE | $1,355 | $2,930-53.8% | $3,740-63.8% | $2,671-49.3% |
| Participant deferral / active EE | $2,811 | $3,660-23.2% | $4,880-42.4% | $4,126-31.9% |
| Admin fee / account holder | $905 | $5,220-82.7% | $6,737-86.6% | $5,651-84.0% |