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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 | $77,012 | $81,870-5.9% | $119,622-35.6% | $68,486+12.4% |
| Participation rate | 67.9% | 71.9%-4.0pp | 79.3%-11.3pp | 67.9%0pp |
| Annual return | -20.22% | -23.82%+3.6pp | -14.98%-5.2pp | -7.85%-12.4pp |
| Employer contribution / active EE | $817 | $2,692-69.7% | $4,232-80.7% | $2,597-68.6% |
| Participant deferral / active EE | $3,694 | $4,148-10.9% | $5,601-34.0% | $4,028-8.3% |
| Admin fee / account holder | $7,160 | $6,583+8.8% | $10,328-30.7% | $5,404+32.5% |