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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 | $22,629 | $64,719-65.0% | $112,249-79.8% | $68,486-67.0% |
| Participation rate | 63.0% | 67.2%-4.2pp | 75.1%-12.1pp | 67.9%-4.9pp |
| Annual return | -20.26% | -11.40%-8.9pp | 27.48%-47.7pp | -7.85%-12.4pp |
| Employer contribution / active EE | $2,157 | $2,747-21.5% | $3,636-40.7% | $2,597-16.9% |
| Participant deferral / active EE | $3,687 | $3,565+3.4% | $4,729-22.0% | $4,028-8.5% |
| Admin fee / account holder | $2,747 | $5,232-47.5% | $6,412-57.2% | $5,404-49.2% |