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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 | $81,786 | $71,872+13.8% | $86,691-5.7% | $68,495+19.4% |
| Participation rate | 52.8% | 72.2%-19.5pp | 76.6%-23.8pp | 67.9%-15.1pp |
| Annual return | -20.41% | 3.53%-23.9pp | 35.94%-56.3pp | -7.84%-12.6pp |
| Employer contribution / active EE | $1,372 | $2,173-36.9% | $2,837-51.6% | $2,596-47.2% |
| Participant deferral / active EE | $3,625 | $3,779-4.1% | $4,656-22.2% | $4,028-10.0% |
| Admin fee / account holder | $1,123 | $6,112-81.6% | $7,492-85.0% | $5,403-79.2% |