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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 | $30,024 | $43,344-30.7% | $59,899-49.9% | $64,173-53.2% |
| Participation rate | 65.0% | 69.2%-4.2pp | 74.7%-9.7pp | 69.6%-4.6pp |
| Annual return | -7.91% | -1.55%-6.4pp | 3.46%-11.4pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,328 | $2,030-34.6% | $2,723-51.2% | $2,381-44.2% |
| Participant deferral / active EE | $2,597 | $2,547+1.9% | $3,402-23.7% | $3,470-25.2% |
| Admin fee / account holder | $2,918 | $3,008-3.0% | $3,592-18.8% | $4,887-40.3% |