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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 | $25,296 | $59,834-57.7% | $79,576-68.2% | $68,495-63.1% |
| Participation rate | 62.4% | 61.1%+1.3pp | 69.5%-7.1pp | 67.9%-5.5pp |
| Annual return | -21.69% | -12.30%-9.4pp | 0.15%-21.8pp | -7.84%-13.8pp |
| Employer contribution / active EE | $1,556 | $1,505+3.4% | $2,413-35.5% | $2,596-40.1% |
| Participant deferral / active EE | $2,811 | $3,024-7.1% | $3,985-29.5% | $4,028-30.2% |
| Admin fee / account holder | $1,353 | $4,835-72.0% | $6,834-80.2% | $5,403-75.0% |