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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 | $37,828 | $42,383-10.7% | $76,518-50.6% | $64,173-41.1% |
| Participation rate | 60.0% | 58.1%+1.9pp | 68.0%-8.0pp | 69.6%-9.6pp |
| Annual return | -9.80% | -16.54%+6.7pp | -0.27%-9.5pp | 7.63%-17.4pp |
| Employer contribution / active EE | $341 | $1,563-78.2% | $2,647-87.1% | $2,381-85.7% |
| Participant deferral / active EE | $3,856 | $2,566+50.2% | $3,836+0.5% | $3,470+11.1% |
| Admin fee / account holder | $2,253 | $3,198-29.6% | $4,849-53.5% | $4,887-53.9% |