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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 | $61,832 | $71,872-14.0% | $86,691-28.7% | $68,495-9.7% |
| Participation rate | 68.9% | 72.2%-3.4pp | 76.6%-7.7pp | 67.9%+1.0pp |
| Annual return | -19.61% | 3.53%-23.1pp | 35.94%-55.6pp | -7.84%-11.8pp |
| Employer contribution / active EE | $1,169 | $2,173-46.2% | $2,837-58.8% | $2,596-55.0% |
| Participant deferral / active EE | $2,514 | $3,779-33.5% | $4,656-46.0% | $4,028-37.6% |
| Admin fee / account holder | $10,521 | $6,112+72.1% | $7,492+40.4% | $5,403+94.7% |