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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 | $27,684 | $64,719-57.2% | $112,249-75.3% | $68,486-59.6% |
| Participation rate | 69.6% | 67.2%+2.5pp | 75.1%-5.4pp | 67.9%+1.7pp |
| Annual return | -22.36% | -11.40%-11.0pp | 27.48%-49.8pp | -7.85%-14.5pp |
| Employer contribution / active EE | $1,977 | $2,747-28.0% | $3,636-45.6% | $2,597-23.9% |
| Participant deferral / active EE | $5,084 | $3,565+42.6% | $4,729+7.5% | $4,028+26.2% |
| Admin fee / account holder | $504 | $5,232-90.4% | $6,412-92.1% | $5,404-90.7% |