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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 | $60,599 | $53,162+14.0% | $91,225-33.6% | $68,486-11.5% |
| Participation rate | 57.6% | 63.2%-5.6pp | 73.2%-15.6pp | 67.9%-10.3pp |
| Annual return | -21.63% | -3.14%-18.5pp | 114.12%-135.8pp | -7.85%-13.8pp |
| Employer contribution / active EE | $1,270 | $1,709-25.7% | $2,851-55.5% | $2,597-51.1% |
| Participant deferral / active EE | $1,841 | $2,974-38.1% | $4,233-56.5% | $4,028-54.3% |
| Admin fee / account holder | $4,078 | $4,493-9.2% | $5,422-24.8% | $5,404-24.5% |