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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 | $44,708 | $64,719-30.9% | $112,249-60.2% | $68,486-34.7% |
| Participation rate | 63.6% | 67.2%-3.5pp | 75.1%-11.4pp | 67.9%-4.3pp |
| Annual return | -20.54% | -11.40%-9.1pp | 27.48%-48.0pp | -7.85%-12.7pp |
| Employer contribution / active EE | $1,238 | $2,747-54.9% | $3,636-66.0% | $2,597-52.3% |
| Participant deferral / active EE | $3,292 | $3,565-7.7% | $4,729-30.4% | $4,028-18.3% |
| Admin fee / account holder | $5,148 | $5,232-1.6% | $6,412-19.7% | $5,404-4.7% |