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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 | $29,633 | $81,870-63.8% | $119,622-75.2% | $68,486-56.7% |
| Participation rate | 68.2% | 71.9%-3.7pp | 79.3%-11.1pp | 67.9%+0.3pp |
| Annual return | -20.84% | -23.82%+3.0pp | -14.98%-5.9pp | -7.85%-13.0pp |
| Employer contribution / active EE | $2,476 | $2,692-8.0% | $4,232-41.5% | $2,597-4.6% |
| Participant deferral / active EE | $5,442 | $4,148+31.2% | $5,601-2.8% | $4,028+35.1% |
| Admin fee / account holder | $953 | $6,583-85.5% | $10,328-90.8% | $5,404-82.4% |