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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 | $34,973 | $110,083-68.2% | $151,639-76.9% | $68,486-48.9% |
| Participation rate | 59.4% | 84.0%-24.6pp | 87.5%-28.1pp | 67.9%-8.5pp |
| Annual return | -18.86% | -10.12%-8.7pp | 3.34%-22.2pp | -7.85%-11.0pp |
| Employer contribution / active EE | $2,446 | $4,470-45.3% | $6,165-60.3% | $2,597-5.8% |
| Participant deferral / active EE | $6,210 | $6,526-4.8% | $8,363-25.7% | $4,028+54.2% |
| Admin fee / account holder | $2,780 | $7,718-64.0% | $11,613-76.1% | $5,404-48.5% |