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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 | $40,514 | $77,817-47.9% | $123,553-67.2% | $64,173-36.9% |
| Participation rate | 65.7% | 74.7%-9.0pp | 82.3%-16.6pp | 69.6%-3.9pp |
| Annual return | -8.87% | 12.49%-21.4pp | 119.21%-128.1pp | 7.63%-16.5pp |
| Employer contribution / active EE | $3,141 | $3,014+4.2% | $4,628-32.1% | $2,381+31.9% |
| Participant deferral / active EE | $6,515 | $5,240+24.3% | $6,426+1.4% | $3,470+87.8% |
| Admin fee / account holder | $3,983 | $5,519-27.8% | $9,284-57.1% | $4,887-18.5% |