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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 | $76,622 | $73,839+3.8% | $143,788-46.7% | $68,495+11.9% |
| Participation rate | 63.1% | 66.7%-3.6pp | 80.3%-17.2pp | 67.9%-4.8pp |
| Annual return | -22.36% | 1.01%-23.4pp | -0.03%-22.3pp | -7.84%-14.5pp |
| Employer contribution / active EE | $1,843 | $3,184-42.1% | $4,952-62.8% | $2,596-29.0% |
| Participant deferral / active EE | $3,182 | $3,384-6.0% | $5,638-43.6% | $4,028-21.0% |
| Admin fee / account holder | $2,220 | $5,755-61.4% | $14,675-84.9% | $5,403-58.9% |