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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 | $30,468 | $56,484-46.1% | $169,452-82.0% | $64,181-52.5% |
| Participation rate | 64.3% | 64.5%-0.3pp | 77.8%-13.5pp | 69.6%-5.3pp |
| Annual return | -10.25% | -1.55%-8.7pp | 1.83%-12.1pp | 7.63%-17.9pp |
| Employer contribution / active EE | $1,804 | $1,832-1.6% | $4,157-56.6% | $2,381-24.2% |
| Participant deferral / active EE | $2,237 | $3,448-35.1% | $5,277-57.6% | $3,470-35.5% |
| Admin fee / account holder | $968 | $4,174-76.8% | $9,110-89.4% | $4,887-80.2% |