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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 | $68,837 | $81,870-15.9% | $119,608-42.4% | $68,495+0.5% |
| Participation rate | 64.0% | 71.9%-7.9pp | 79.3%-15.3pp | 67.9%-3.9pp |
| Annual return | -36.59% | -23.82%-12.8pp | -14.98%-21.6pp | -7.84%-28.7pp |
| Employer contribution / active EE | $1,018 | $2,692-62.2% | $4,232-76.0% | $2,596-60.8% |
| Participant deferral / active EE | $4,951 | $4,148+19.4% | $5,601-11.6% | $4,028+22.9% |
| Admin fee / account holder | $14,791 | $6,583+124.7% | $10,326+43.2% | $5,403+173.7% |