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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 | $31,545 | $64,719-51.3% | $112,249-71.9% | $68,486-53.9% |
| Participation rate | 64.1% | 67.2%-3.0pp | 75.1%-11.0pp | 67.9%-3.8pp |
| Annual return | -20.50% | -11.40%-9.1pp | 27.48%-48.0pp | -7.85%-12.6pp |
| Employer contribution / active EE | $1,574 | $2,747-42.7% | $3,636-56.7% | $2,597-39.4% |
| Participant deferral / active EE | $3,943 | $3,565+10.6% | $4,729-16.6% | $4,028-2.1% |
| Admin fee / account holder | $528 | $5,232-89.9% | $6,412-91.8% | $5,404-90.2% |