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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 | $28,889 | $48,267-40.1% | $68,794-58.0% | $68,495-57.8% |
| Participation rate | 62.2% | 60.7%+1.5pp | 69.0%-6.9pp | 67.9%-5.7pp |
| Annual return | -22.39% | -12.70%-9.7pp | -6.37%-16.0pp | -7.84%-14.5pp |
| Employer contribution / active EE | $1,614 | $1,829-11.7% | $2,656-39.2% | $2,596-37.8% |
| Participant deferral / active EE | $3,381 | $2,867+17.9% | $3,941-14.2% | $4,028-16.0% |
| Admin fee / account holder | $736 | $4,362-83.1% | $4,934-85.1% | $5,403-86.4% |