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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 | $27,138 | $53,162-49.0% | $91,227-70.3% | $68,490-60.4% |
| Participation rate | 66.7% | 63.2%+3.5pp | 73.2%-6.5pp | 67.9%-1.2pp |
| Annual return | -20.55% | -3.14%-17.4pp | 114.14%-134.7pp | -7.85%-12.7pp |
| Employer contribution / active EE | $1,357 | $1,709-20.6% | $2,851-52.4% | $2,597-47.8% |
| Participant deferral / active EE | $2,282 | $2,974-23.2% | $4,234-46.1% | $4,028-43.3% |
| Admin fee / account holder | $2,804 | $4,493-37.6% | $5,423-48.3% | $5,403-48.1% |