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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 | $27,526 | $72,273-61.9% | $101,275-72.8% | $79,856-65.5% |
| Participation rate | 65.1% | 68.5%-3.3pp | 75.8%-10.7pp | 69.6%-4.5pp |
| Annual return | -6.58% | 22.30%-28.9pp | 46.48%-53.1pp | 31.71%-38.3pp |
| Employer contribution / active EE | $1,531 | $2,691-43.1% | $3,660-58.2% | $2,471-38.0% |
| Participant deferral / active EE | $3,032 | $3,282-7.6% | $4,371-30.6% | $3,741-19.0% |
| Admin fee / account holder | $2,017 | $4,401-54.2% | $5,948-66.1% | $5,306-62.0% |