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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 | $49,916 | $56,894-12.3% | $84,753-41.1% | $62,881-20.6% |
| Participation rate | 65.1% | 68.5%-3.4pp | 76.6%-11.5pp | 69.3%-4.2pp |
| Annual return | -3.65% | 6.30%-10.0pp | 22.78%-26.4pp | 20.14%-23.8pp |
| Employer contribution / active EE | $1,610 | $2,400-32.9% | $3,574-55.0% | $2,281-29.4% |
| Participant deferral / active EE | $3,085 | $2,709+13.9% | $3,712-16.9% | $3,203-3.7% |
| Admin fee / account holder | $19,766 | $3,581+452.0% | $5,333+270.6% | $4,296+360.1% |