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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 | $38,612 | $50,947-24.2% | $74,549-48.2% | $64,173-39.8% |
| Participation rate | 65.1% | 61.1%+4.1pp | 69.1%-4.0pp | 69.6%-4.5pp |
| Annual return | -10.69% | -1.85%-8.8pp | 32.53%-43.2pp | 7.63%-18.3pp |
| Employer contribution / active EE | $732 | $1,115-34.3% | $1,961-62.6% | $2,381-69.2% |
| Participant deferral / active EE | $1,476 | $2,302-35.9% | $3,108-52.5% | $3,470-57.4% |
| Admin fee / account holder | $4,234 | $4,221+0.3% | $5,059-16.3% | $4,887-13.4% |