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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 | $45,955 | $64,716-29.0% | $112,258-59.1% | $68,495-32.9% |
| Participation rate | 66.7% | 67.2%-0.5pp | 75.1%-8.4pp | 67.9%-1.2pp |
| Annual return | -21.59% | -11.40%-10.2pp | 27.47%-49.1pp | -7.84%-13.8pp |
| Employer contribution / active EE | $1,631 | $2,746-40.6% | $3,636-55.1% | $2,596-37.2% |
| Participant deferral / active EE | $4,017 | $3,565+12.7% | $4,728-15.1% | $4,028-0.3% |
| Admin fee / account holder | $2,072 | $5,232-60.4% | $6,411-67.7% | $5,403-61.6% |