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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 | $68,486 | $64,719+5.8% | $112,249-39.0% | $68,4860% |
| Participation rate | 41.1% | 67.2%-26.1pp | 75.1%-34.0pp | 67.9%-26.8pp |
| Annual return | -22.04% | -11.40%-10.6pp | 27.48%-49.5pp | -7.85%-14.2pp |
| Employer contribution / active EE | $1,421 | $2,747-48.3% | $3,636-60.9% | $2,597-45.3% |
| Participant deferral / active EE | $2,506 | $3,565-29.7% | $4,729-47.0% | $4,028-37.8% |
| Admin fee / account holder | $5,215 | $5,232-0.3% | $6,412-18.7% | $5,404-3.5% |