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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 | $64,440 | $64,719-0.4% | $112,249-42.6% | $68,486-5.9% |
| Participation rate | 23.9% | 67.2%-43.2pp | 75.1%-51.1pp | 67.9%-44.0pp |
| Annual return | -24.72% | -11.40%-13.3pp | 27.48%-52.2pp | -7.85%-16.9pp |
| Employer contribution / active EE | $1,041 | $2,747-62.1% | $3,636-71.4% | $2,597-59.9% |
| Participant deferral / active EE | $2,338 | $3,565-34.4% | $4,729-50.6% | $4,028-41.9% |
| Admin fee / account holder | $867 | $5,232-83.4% | $6,412-86.5% | $5,404-84.0% |