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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 | $71,161 | $73,019-2.5% | $90,766-21.6% | $68,490+3.9% |
| Participation rate | 67.0% | 70.8%-3.8pp | 75.7%-8.7pp | 67.9%-0.9pp |
| Annual return | -21.53% | -13.81%-7.7pp | -12.16%-9.4pp | -7.85%-13.7pp |
| Employer contribution / active EE | $2,446 | $2,193+11.6% | $2,922-16.3% | $2,597-5.8% |
| Participant deferral / active EE | $3,202 | $3,626-11.7% | $4,565-29.9% | $4,028-20.5% |
| Admin fee / account holder | $7,322 | $5,897+24.2% | $8,446-13.3% | $5,403+35.5% |