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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 | $65,740 | $81,870-19.7% | $119,634-45.0% | $68,490-4.0% |
| Participation rate | 47.8% | 71.9%-24.1pp | 79.3%-31.5pp | 67.9%-20.1pp |
| Annual return | -21.46% | -23.82%+2.4pp | -14.98%-6.5pp | -7.85%-13.6pp |
| Employer contribution / active EE | $1,342 | $2,692-50.2% | $4,232-68.3% | $2,597-48.3% |
| Participant deferral / active EE | $3,439 | $4,148-17.1% | $5,601-38.6% | $4,028-14.6% |
| Admin fee / account holder | $1,008 | $6,583-84.7% | $10,329-90.2% | $5,403-81.3% |