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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 | $34,648 | $72,269-52.1% | $101,271-65.8% | $79,852-56.6% |
| Participation rate | 68.8% | 68.5%+0.3pp | 75.8%-7.1pp | 69.6%-0.9pp |
| Annual return | -6.28% | 22.29%-28.6pp | 46.48%-52.8pp | 31.72%-38.0pp |
| Employer contribution / active EE | $1,393 | $2,692-48.2% | $3,660-61.9% | $2,471-43.6% |
| Participant deferral / active EE | $2,969 | $3,282-9.5% | $4,371-32.1% | $3,740-20.6% |
| Admin fee / account holder | $607 | $4,401-86.2% | $5,948-89.8% | $5,306-88.6% |