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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 | $34,746 | $81,870-57.6% | $119,622-71.0% | $68,486-49.3% |
| Participation rate | 69.2% | 71.9%-2.7pp | 79.3%-10.0pp | 67.9%+1.3pp |
| Annual return | -19.12% | -23.82%+4.7pp | -14.98%-4.1pp | -7.85%-11.3pp |
| Employer contribution / active EE | $1,854 | $2,692-31.1% | $4,232-56.2% | $2,597-28.6% |
| Participant deferral / active EE | $2,971 | $4,148-28.4% | $5,601-47.0% | $4,028-26.2% |
| Admin fee / account holder | $886 | $6,583-86.5% | $10,328-91.4% | $5,404-83.6% |