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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 | $64,511 | $64,719-0.3% | $112,249-42.5% | $68,486-5.8% |
| Participation rate | 54.3% | 67.2%-12.8pp | 75.1%-20.7pp | 67.9%-13.5pp |
| Annual return | -19.50% | -11.40%-8.1pp | 27.48%-47.0pp | -7.85%-11.6pp |
| Employer contribution / active EE | $1,322 | $2,747-51.9% | $3,636-63.6% | $2,597-49.1% |
| Participant deferral / active EE | $3,587 | $3,565+0.6% | $4,729-24.1% | $4,028-10.9% |
| Admin fee / account holder | $449 | $5,232-91.4% | $6,412-93.0% | $5,404-91.7% |