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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 | $68,928 | $81,870-15.8% | $119,622-42.4% | $68,486+0.6% |
| Participation rate | 38.7% | 71.9%-33.2pp | 79.3%-40.6pp | 67.9%-29.2pp |
| Annual return | -21.38% | -23.82%+2.4pp | -14.98%-6.4pp | -7.85%-13.5pp |
| Employer contribution / active EE | $1,740 | $2,692-35.4% | $4,232-58.9% | $2,597-33.0% |
| Participant deferral / active EE | $4,993 | $4,148+20.4% | $5,601-10.8% | $4,028+24.0% |
| Admin fee / account holder | $27,555 | $6,583+318.6% | $10,328+166.8% | $5,404+409.9% |