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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 | $61,950 | $73,955-16.2% | $96,520-35.8% | $75,181-17.6% |
| Participation rate | 68.8% | 66.4%+2.3pp | 74.3%-5.6pp | 67.2%+1.6pp |
| Annual return | -5.99% | 26.72%-32.7pp | 35.72%-41.7pp | 160.69%-166.7pp |
| Employer contribution / active EE | $1,583 | $2,930-46.0% | $3,739-57.6% | $2,671-40.7% |
| Participant deferral / active EE | $3,440 | $3,659-6.0% | $4,879-29.5% | $4,126-16.6% |
| Admin fee / account holder | $1,584 | $5,217-69.6% | $6,733-76.5% | $5,650-72.0% |