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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 | $67,080 | $61,660+8.8% | $80,022-16.2% | $64,173+4.5% |
| Participation rate | 54.8% | 71.7%-16.9pp | 75.8%-21.0pp | 69.6%-14.7pp |
| Annual return | -9.00% | -0.33%-8.7pp | 11.22%-20.2pp | 7.63%-16.6pp |
| Employer contribution / active EE | $1,672 | $1,810-7.7% | $2,468-32.3% | $2,381-29.8% |
| Participant deferral / active EE | $2,632 | $2,968-11.3% | $3,686-28.6% | $3,470-24.1% |
| Admin fee / account holder | $2,046 | $5,417-62.2% | $6,521-68.6% | $4,887-58.1% |