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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 | $45,946 | $56,339-18.4% | $104,299-55.9% | $68,490-32.9% |
| Participation rate | 62.1% | 63.3%-1.2pp | 73.3%-11.2pp | 67.9%-5.8pp |
| Annual return | -20.56% | -9.19%-11.4pp | 24.62%-45.2pp | -7.85%-12.7pp |
| Employer contribution / active EE | $1,330 | $1,960-32.1% | $3,373-60.6% | $2,597-48.8% |
| Participant deferral / active EE | $3,398 | $3,077+10.4% | $4,626-26.5% | $4,028-15.6% |
| Admin fee / account holder | $1,656 | $4,902-66.2% | $7,339-77.4% | $5,403-69.3% |