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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 | $22,748 | $25,979-12.4% | $71,755-68.3% | $68,486-66.8% |
| Participation rate | 64.8% | 54.5%+10.3pp | 62.3%+2.5pp | 67.9%-3.1pp |
| Annual return | -20.18% | -15.10%-5.1pp | 9.09%-29.3pp | -7.85%-12.3pp |
| Employer contribution / active EE | $1,322 | $900+46.8% | $1,704-22.4% | $2,597-49.1% |
| Participant deferral / active EE | $2,528 | $1,522+66.1% | $2,656-4.8% | $4,028-37.2% |
| Admin fee / account holder | $2,259 | $2,022+11.8% | $3,972-43.1% | $5,404-58.2% |