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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 | $24,191 | $59,819-59.6% | $79,583-69.6% | $68,490-64.7% |
| Participation rate | 62.0% | 61.1%+0.9pp | 69.5%-7.5pp | 67.9%-5.9pp |
| Annual return | -22.07% | -12.30%-9.8pp | 0.16%-22.2pp | -7.85%-14.2pp |
| Employer contribution / active EE | $3,048 | $1,505+102.5% | $2,414+26.3% | $2,597+17.4% |
| Participant deferral / active EE | $4,698 | $3,025+55.3% | $3,986+17.9% | $4,028+16.6% |
| Admin fee / account holder | $833 | $4,835-82.8% | $6,835-87.8% | $5,403-84.6% |