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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 | $31,245 | $64,729-51.7% | $112,263-72.2% | $68,490-54.4% |
| Participation rate | 60.7% | 67.2%-6.4pp | 75.1%-14.3pp | 67.9%-7.2pp |
| Annual return | -20.36% | -11.40%-9.0pp | 27.49%-47.9pp | -7.85%-12.5pp |
| Employer contribution / active EE | $1,819 | $2,746-33.7% | $3,636-50.0% | $2,597-29.9% |
| Participant deferral / active EE | $3,133 | $3,566-12.1% | $4,729-33.7% | $4,028-22.2% |
| Admin fee / account holder | $2,303 | $5,222-55.9% | $6,410-64.1% | $5,403-57.4% |