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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 | $38,739 | $73,863-47.6% | $143,797-73.1% | $68,490-43.4% |
| Participation rate | 63.0% | 66.7%-3.7pp | 80.3%-17.4pp | 67.9%-4.9pp |
| Annual return | -25.86% | 0.91%-26.8pp | -0.04%-25.8pp | -7.85%-18.0pp |
| Employer contribution / active EE | $1,640 | $3,185-48.5% | $4,952-66.9% | $2,597-36.8% |
| Participant deferral / active EE | $3,679 | $3,385+8.7% | $5,638-34.8% | $4,028-8.7% |
| Admin fee / account holder | $4,787 | $5,756-16.8% | $14,679-67.4% | $5,403-11.4% |