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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 | $63,841 | $69,977-8.8% | $108,582-41.2% | $62,881+1.5% |
| Participation rate | 69.2% | 72.9%-3.7pp | 79.6%-10.3pp | 69.3%-0.1pp |
| Annual return | -0.63% | 10.73%-11.4pp | -51.70%+51.1pp | 20.14%-20.8pp |
| Employer contribution / active EE | $1,393 | $2,135-34.8% | $3,758-62.9% | $2,281-38.9% |
| Participant deferral / active EE | $1,996 | $3,165-36.9% | $4,311-53.7% | $3,203-37.7% |
| Admin fee / account holder | $5,536 | $5,076+9.1% | $7,645-27.6% | $4,296+28.9% |