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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 | $66,114 | $56,339+17.4% | $104,301-36.6% | $68,486-3.5% |
| Participation rate | 39.4% | 63.3%-23.9pp | 73.3%-33.9pp | 67.9%-28.5pp |
| Annual return | -23.65% | -9.19%-14.5pp | 24.61%-48.3pp | -7.85%-15.8pp |
| Employer contribution / active EE | $609 | $1,960-68.9% | $3,373-81.9% | $2,597-76.5% |
| Participant deferral / active EE | $1,319 | $3,077-57.1% | $4,626-71.5% | $4,028-67.2% |
| Admin fee / account holder | $2,697 | $4,902-45.0% | $7,340-63.3% | $5,404-50.1% |