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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 | $33,835 | $81,870-58.7% | $119,634-71.7% | $68,490-50.6% |
| Participation rate | 65.2% | 71.9%-6.7pp | 79.3%-14.1pp | 67.9%-2.7pp |
| Annual return | -19.17% | -23.82%+4.6pp | -14.98%-4.2pp | -7.85%-11.3pp |
| Employer contribution / active EE | $1,341 | $2,692-50.2% | $4,232-68.3% | $2,597-48.4% |
| Participant deferral / active EE | $5,481 | $4,148+32.1% | $5,601-2.2% | $4,028+36.1% |
| Admin fee / account holder | $5,194 | $6,583-21.1% | $10,329-49.7% | $5,403-3.9% |