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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 | $64,281 | $71,878-10.6% | $86,698-25.9% | $68,486-6.1% |
| Participation rate | 49.5% | 72.2%-22.8pp | 76.6%-27.1pp | 67.9%-18.4pp |
| Annual return | -21.01% | 3.53%-24.5pp | 35.95%-57.0pp | -7.85%-13.2pp |
| Employer contribution / active EE | $1,168 | $2,173-46.2% | $2,837-58.8% | $2,597-55.0% |
| Participant deferral / active EE | $3,335 | $3,779-11.7% | $4,656-28.4% | $4,028-17.2% |
| Admin fee / account holder | $11,367 | $6,113+86.0% | $7,493+51.7% | $5,404+110.3% |