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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 | $70,175 | $73,009-3.9% | $90,760-22.7% | $68,486+2.5% |
| Participation rate | 54.5% | 70.8%-16.3pp | 75.7%-21.1pp | 67.9%-13.3pp |
| Annual return | -26.16% | -13.81%-12.3pp | -12.16%-14.0pp | -7.85%-18.3pp |
| Employer contribution / active EE | $1,214 | $2,193-44.6% | $2,922-58.5% | $2,597-53.3% |
| Participant deferral / active EE | $3,022 | $3,626-16.7% | $4,565-33.8% | $4,028-25.0% |
| Admin fee / account holder | $10,386 | $5,896+76.2% | $8,444+23.0% | $5,404+92.2% |