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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 | $25,360 | $46,697-45.7% | $117,533-78.4% | $68,486-63.0% |
| Participation rate | 64.3% | 56.8%+7.5pp | 70.6%-6.3pp | 67.9%-3.6pp |
| Annual return | -22.61% | -14.52%-8.1pp | 29.77%-52.4pp | -7.85%-14.8pp |
| Employer contribution / active EE | $2,002 | $1,506+32.9% | $4,179-52.1% | $2,597-22.9% |
| Participant deferral / active EE | $2,849 | $2,637+8.0% | $4,072-30.0% | $4,028-29.3% |
| Admin fee / account holder | $575 | $4,023-85.7% | $5,647-89.8% | $5,404-89.4% |