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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 | $34,703 | $64,729-46.4% | $112,263-69.1% | $68,490-49.3% |
| Participation rate | 63.9% | 67.2%-3.2pp | 75.1%-11.1pp | 67.9%-4.0pp |
| Annual return | -19.79% | -11.40%-8.4pp | 27.49%-47.3pp | -7.85%-11.9pp |
| Employer contribution / active EE | $1,844 | $2,746-32.9% | $3,636-49.3% | $2,597-29.0% |
| Participant deferral / active EE | $3,352 | $3,566-6.0% | $4,729-29.1% | $4,028-16.8% |
| Admin fee / account holder | $2,665 | $5,222-49.0% | $6,410-58.4% | $5,403-50.7% |