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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 | $52,747 | $76,407-31.0% | $150,298-64.9% | $82,448-36.0% |
| Participation rate | 60.0% | 66.4%-6.4pp | 77.8%-17.8pp | 68.1%-8.1pp |
| Annual return | -13.18% | 39.99%-53.2pp | 62.79%-76.0pp | 41.64%-54.8pp |
| Employer contribution / active EE | $1,821 | $2,614-30.4% | $4,154-56.2% | $2,551-28.6% |
| Participant deferral / active EE | $3,364 | $3,214+4.6% | $5,453-38.3% | $4,139-18.7% |
| Admin fee / account holder | $660 | $6,352-89.6% | $14,116-95.3% | $7,234-90.9% |