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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 | $60,286 | $73,019-17.4% | $90,766-33.6% | $68,490-12.0% |
| Participation rate | 69.2% | 70.8%-1.6pp | 75.7%-6.5pp | 67.9%+1.3pp |
| Annual return | -23.82% | -13.81%-10.0pp | -12.16%-11.7pp | -7.85%-16.0pp |
| Employer contribution / active EE | $1,198 | $2,193-45.4% | $2,922-59.0% | $2,597-53.9% |
| Participant deferral / active EE | $3,479 | $3,626-4.1% | $4,565-23.8% | $4,028-13.6% |
| Admin fee / account holder | $2,096 | $5,897-64.5% | $8,446-75.2% | $5,403-61.2% |