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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 | $25,711 | $59,819-57.0% | $79,583-67.7% | $68,490-62.5% |
| Participation rate | 68.0% | 61.1%+6.9pp | 69.5%-1.5pp | 67.9%+0.1pp |
| Annual return | -19.51% | -12.30%-7.2pp | 0.16%-19.7pp | -7.85%-11.7pp |
| Employer contribution / active EE | $1,738 | $1,505+15.4% | $2,414-28.0% | $2,597-33.1% |
| Participant deferral / active EE | $3,953 | $3,025+30.7% | $3,986-0.8% | $4,028-1.9% |
| Admin fee / account holder | $654 | $4,835-86.5% | $6,835-90.4% | $5,403-87.9% |