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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 | $73,171 | $64,716+13.1% | $112,258-34.8% | $68,495+6.8% |
| Participation rate | 23.3% | 67.2%-43.9pp | 75.1%-51.8pp | 67.9%-44.6pp |
| Annual return | -20.51% | -11.40%-9.1pp | 27.47%-48.0pp | -7.84%-12.7pp |
| Employer contribution / active EE | $1,317 | $2,746-52.1% | $3,636-63.8% | $2,596-49.3% |
| Participant deferral / active EE | $1,766 | $3,565-50.5% | $4,728-62.6% | $4,028-56.1% |
| Admin fee / account holder | $438 | $5,232-91.6% | $6,411-93.2% | $5,403-91.9% |