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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 | $62,222 | $64,716-3.9% | $112,258-44.6% | $68,495-9.2% |
| Participation rate | 61.3% | 67.2%-5.9pp | 75.1%-13.8pp | 67.9%-6.6pp |
| Annual return | -23.25% | -11.40%-11.8pp | 27.47%-50.7pp | -7.84%-15.4pp |
| Employer contribution / active EE | $811 | $2,746-70.5% | $3,636-77.7% | $2,596-68.7% |
| Participant deferral / active EE | $2,176 | $3,565-39.0% | $4,728-54.0% | $4,028-46.0% |
| Admin fee / account holder | $366 | $5,232-93.0% | $6,411-94.3% | $5,403-93.2% |