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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 | $31,609 | $46,697-32.3% | $117,533-73.1% | $68,486-53.8% |
| Participation rate | 69.8% | 56.8%+13.0pp | 70.6%-0.8pp | 67.9%+1.9pp |
| Annual return | -22.19% | -14.52%-7.7pp | 29.77%-52.0pp | -7.85%-14.3pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,516 | $2,637+109.1% | $4,072+35.4% | $4,028+37.0% |
| Admin fee / account holder | $3,538 | $4,023-12.1% | $5,647-37.4% | $5,404-34.5% |