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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 | $37,618 | $48,235-22.0% | $68,803-45.3% | $68,490-45.1% |
| Participation rate | 67.3% | 60.7%+6.6pp | 69.0%-1.7pp | 67.9%-0.6pp |
| Annual return | -20.60% | -12.70%-7.9pp | -6.37%-14.2pp | -7.85%-12.8pp |
| Employer contribution / active EE | $2,838 | $1,829+55.2% | $2,656+6.9% | $2,597+9.3% |
| Participant deferral / active EE | $6,510 | $2,867+127.1% | $3,942+65.2% | $4,028+61.6% |
| Admin fee / account holder | $1,486 | $4,361-65.9% | $4,936-69.9% | $5,403-72.5% |