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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 | $41,370 | $77,816-46.8% | $123,549-66.5% | $64,181-35.5% |
| Participation rate | 68.0% | 74.7%-6.7pp | 82.3%-14.3pp | 69.6%-1.6pp |
| Annual return | -9.07% | 12.49%-21.6pp | 119.20%-128.3pp | 7.63%-16.7pp |
| Employer contribution / active EE | $1,147 | $3,014-61.9% | $4,628-75.2% | $2,381-51.8% |
| Participant deferral / active EE | $7,986 | $5,240+52.4% | $6,426+24.3% | $3,470+130.2% |
| Admin fee / account holder | $7,783 | $5,519+41.0% | $9,284-16.2% | $4,887+59.3% |