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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 | $33,399 | $48,267-30.8% | $68,794-51.5% | $68,495-51.2% |
| Participation rate | 54.8% | 60.7%-5.8pp | 69.0%-14.2pp | 67.9%-13.1pp |
| Annual return | -22.47% | -12.70%-9.8pp | -6.37%-16.1pp | -7.84%-14.6pp |
| Employer contribution / active EE | $2,348 | $1,829+28.4% | $2,656-11.6% | $2,596-9.6% |
| Participant deferral / active EE | $3,905 | $2,867+36.2% | $3,941-0.9% | $4,028-3.0% |
| Admin fee / account holder | $526 | $4,362-87.9% | $4,934-89.3% | $5,403-90.3% |