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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 | $28,411 | $45,872-38.1% | $77,096-63.1% | $68,486-58.5% |
| Participation rate | 57.1% | 55.9%+1.2pp | 67.9%-10.8pp | 67.9%-10.8pp |
| Annual return | -20.43% | 1.73%-22.2pp | 42.35%-62.8pp | -7.85%-12.6pp |
| Employer contribution / active EE | $2,952 | $1,650+79.0% | $2,814+4.9% | $2,597+13.7% |
| Participant deferral / active EE | $7,052 | $2,963+138.0% | $4,429+59.2% | $4,028+75.1% |
| Admin fee / account holder | $7,212 | $3,041+137.2% | $5,428+32.9% | $5,404+33.5% |