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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 | $27,912 | $71,878-61.2% | $86,698-67.8% | $68,486-59.2% |
| Participation rate | 68.8% | 72.2%-3.5pp | 76.6%-7.8pp | 67.9%+0.9pp |
| Annual return | -19.61% | 3.53%-23.1pp | 35.95%-55.6pp | -7.85%-11.8pp |
| Employer contribution / active EE | $1,816 | $2,173-16.5% | $2,837-36.0% | $2,597-30.1% |
| Participant deferral / active EE | $3,695 | $3,779-2.2% | $4,656-20.6% | $4,028-8.3% |
| Admin fee / account holder | $4,629 | $6,113-24.3% | $7,493-38.2% | $5,404-14.3% |