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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 | $41,832 | $73,839-43.3% | $143,788-70.9% | $68,495-38.9% |
| Participation rate | 68.8% | 66.7%+2.1pp | 80.3%-11.6pp | 67.9%+0.9pp |
| Annual return | -19.62% | 1.01%-20.6pp | -0.03%-19.6pp | -7.84%-11.8pp |
| Employer contribution / active EE | $3,035 | $3,184-4.7% | $4,952-38.7% | $2,596+16.9% |
| Participant deferral / active EE | $6,718 | $3,384+98.5% | $5,638+19.2% | $4,028+66.8% |
| Admin fee / account holder | $455 | $5,755-92.1% | $14,675-96.9% | $5,403-91.6% |