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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 | $28,679 | $48,235-40.5% | $68,803-58.3% | $68,490-58.1% |
| Participation rate | 59.3% | 60.7%-1.4pp | 69.0%-9.8pp | 67.9%-8.6pp |
| Annual return | -25.23% | -12.70%-12.5pp | -6.37%-18.9pp | -7.85%-17.4pp |
| Employer contribution / active EE | $2,286 | $1,829+25.0% | $2,656-13.9% | $2,597-11.9% |
| Participant deferral / active EE | $3,944 | $2,867+37.6% | $3,942+0.1% | $4,028-2.1% |
| Admin fee / account holder | $2,521 | $4,361-42.2% | $4,936-48.9% | $5,403-53.3% |