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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 | $33,808 | $71,872-53.0% | $86,691-61.0% | $68,495-50.6% |
| Participation rate | 69.7% | 72.2%-2.5pp | 76.6%-6.9pp | 67.9%+1.8pp |
| Annual return | -21.12% | 3.53%-24.6pp | 35.94%-57.1pp | -7.84%-13.3pp |
| Employer contribution / active EE | $2,454 | $2,173+12.9% | $2,837-13.5% | $2,596-5.5% |
| Participant deferral / active EE | $3,524 | $3,779-6.7% | $4,656-24.3% | $4,028-12.5% |
| Admin fee / account holder | $3,563 | $6,112-41.7% | $7,492-52.4% | $5,403-34.1% |