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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 | $65,302 | $110,083-40.7% | $151,645-56.9% | $68,490-4.7% |
| Participation rate | 61.3% | 84.0%-22.7pp | 87.5%-26.2pp | 67.9%-6.6pp |
| Annual return | -19.53% | -10.12%-9.4pp | 3.34%-22.9pp | -7.85%-11.7pp |
| Employer contribution / active EE | $1,436 | $4,470-67.9% | $6,165-76.7% | $2,597-44.7% |
| Participant deferral / active EE | $4,738 | $6,526-27.4% | $8,363-43.3% | $4,028+17.6% |
| Admin fee / account holder | $10,739 | $7,718+39.2% | $11,614-7.5% | $5,403+98.8% |