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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 | $71,652 | $71,878-0.3% | $86,698-17.4% | $68,486+4.6% |
| Participation rate | 67.9% | 72.2%-4.4pp | 76.6%-8.7pp | 67.9%0pp |
| Annual return | -20.61% | 3.53%-24.1pp | 35.95%-56.6pp | -7.85%-12.8pp |
| Employer contribution / active EE | $1,749 | $2,173-19.5% | $2,837-38.3% | $2,597-32.6% |
| Participant deferral / active EE | $3,794 | $3,779+0.4% | $4,656-18.5% | $4,028-5.8% |
| Admin fee / account holder | $6,191 | $6,113+1.3% | $7,493-17.4% | $5,404+14.6% |