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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 | $64,661 | $64,729-0.1% | $112,263-42.4% | $68,490-5.6% |
| Participation rate | 66.7% | 67.2%-0.5pp | 75.1%-8.4pp | 67.9%-1.2pp |
| Annual return | -20.75% | -11.40%-9.4pp | 27.49%-48.2pp | -7.85%-12.9pp |
| Employer contribution / active EE | $1,833 | $2,746-33.2% | $3,636-49.6% | $2,597-29.4% |
| Participant deferral / active EE | $5,401 | $3,566+51.5% | $4,729+14.2% | $4,028+34.1% |
| Admin fee / account holder | $2,319 | $5,222-55.6% | $6,410-63.8% | $5,403-57.1% |