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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 | $61,018 | $81,870-25.5% | $119,622-49.0% | $68,486-10.9% |
| Participation rate | 68.2% | 71.9%-3.7pp | 79.3%-11.1pp | 67.9%+0.3pp |
| Annual return | -21.49% | -23.82%+2.3pp | -14.98%-6.5pp | -7.85%-13.6pp |
| Employer contribution / active EE | $986 | $2,692-63.4% | $4,232-76.7% | $2,597-62.0% |
| Participant deferral / active EE | $4,159 | $4,148+0.3% | $5,601-25.7% | $4,028+3.3% |
| Admin fee / account holder | $4,575 | $6,583-30.5% | $10,328-55.7% | $5,404-15.3% |