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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 | $39,674 | $59,819-33.7% | $79,583-50.1% | $68,490-42.1% |
| Participation rate | 65.8% | 61.1%+4.7pp | 69.5%-3.7pp | 67.9%-2.1pp |
| Annual return | -20.64% | -12.30%-8.3pp | 0.16%-20.8pp | -7.85%-12.8pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,447 | $3,025+14.0% | $3,986-13.5% | $4,028-14.4% |
| Admin fee / account holder | $449 | $4,835-90.7% | $6,835-93.4% | $5,403-91.7% |