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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 | $31,536 | $77,816-59.5% | $123,552-74.5% | $64,173-50.9% |
| Participation rate | 66.2% | 74.7%-8.6pp | 82.3%-16.1pp | 69.6%-3.4pp |
| Annual return | -10.65% | 12.49%-23.1pp | 119.20%-129.9pp | 7.63%-18.3pp |
| Employer contribution / active EE | $2,223 | $3,014-26.2% | $4,628-52.0% | $2,381-6.6% |
| Participant deferral / active EE | $5,861 | $5,240+11.8% | $6,426-8.8% | $3,470+68.9% |
| Admin fee / account holder | $515 | $5,519-90.7% | $9,285-94.5% | $4,887-89.5% |