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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 | $44,955 | $64,729-30.5% | $112,263-60.0% | $68,490-34.4% |
| Participation rate | 61.1% | 67.2%-6.0pp | 75.1%-14.0pp | 67.9%-6.8pp |
| Annual return | -22.83% | -11.40%-11.4pp | 27.49%-50.3pp | -7.85%-15.0pp |
| Employer contribution / active EE | $2,206 | $2,746-19.7% | $3,636-39.3% | $2,597-15.1% |
| Participant deferral / active EE | $4,746 | $3,566+33.1% | $4,729+0.3% | $4,028+17.8% |
| Admin fee / account holder | $2,074 | $5,222-60.3% | $6,410-67.7% | $5,403-61.6% |