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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 | $43,404 | $81,870-47.0% | $119,634-63.7% | $68,490-36.6% |
| Participation rate | 67.4% | 71.9%-4.5pp | 79.3%-11.8pp | 67.9%-0.5pp |
| Annual return | -19.29% | -23.82%+4.5pp | -14.98%-4.3pp | -7.85%-11.4pp |
| Employer contribution / active EE | $2,437 | $2,692-9.5% | $4,232-42.4% | $2,597-6.2% |
| Participant deferral / active EE | $4,892 | $4,148+17.9% | $5,601-12.7% | $4,028+21.5% |
| Admin fee / account holder | $467 | $6,583-92.9% | $10,329-95.5% | $5,403-91.4% |