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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 | $84,365 | $97,648-13.6% | $121,663-30.7% | $87,485-3.6% |
| Participation rate | 61.2% | 70.5%-9.2pp | 74.5%-13.3pp | 68.9%-7.7pp |
| Annual return | -22.41% | 18.03%-40.4pp | 147.54%-170.0pp | 26.06%-48.5pp |
| Employer contribution / active EE | $785 | $2,300-65.9% | $3,020-74.0% | $2,596-69.8% |
| Participant deferral / active EE | $2,442 | $3,923-37.8% | $4,887-50.0% | $4,274-42.9% |
| Admin fee / account holder | $2,545 | $11,100-77.1% | $14,289-82.2% | $7,775-67.3% |