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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 | $31,319 | $64,719-51.6% | $112,249-72.1% | $68,486-54.3% |
| Participation rate | 68.4% | 67.2%+1.3pp | 75.1%-6.6pp | 67.9%+0.5pp |
| Annual return | -22.37% | -11.40%-11.0pp | 27.48%-49.8pp | -7.85%-14.5pp |
| Employer contribution / active EE | $1,641 | $2,747-40.2% | $3,636-54.9% | $2,597-36.8% |
| Participant deferral / active EE | $5,487 | $3,565+53.9% | $4,729+16.0% | $4,028+36.2% |
| Admin fee / account holder | $1,032 | $5,232-80.3% | $6,412-83.9% | $5,404-80.9% |