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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 | $32,307 | $81,870-60.5% | $119,622-73.0% | $68,486-52.8% |
| Participation rate | 65.5% | 71.9%-6.4pp | 79.3%-13.7pp | 67.9%-2.4pp |
| Annual return | -18.95% | -23.82%+4.9pp | -14.98%-4.0pp | -7.85%-11.1pp |
| Employer contribution / active EE | $2,416 | $2,692-10.2% | $4,232-42.9% | $2,597-6.9% |
| Participant deferral / active EE | $4,122 | $4,148-0.6% | $5,601-26.4% | $4,028+2.3% |
| Admin fee / account holder | $5,344 | $6,583-18.8% | $10,328-48.3% | $5,404-1.1% |