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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 | $38,693 | $73,019-47.0% | $90,766-57.4% | $68,490-43.5% |
| Participation rate | 68.5% | 70.8%-2.3pp | 75.7%-7.2pp | 67.9%+0.6pp |
| Annual return | -19.10% | -13.81%-5.3pp | -12.16%-6.9pp | -7.85%-11.3pp |
| Employer contribution / active EE | $1,775 | $2,193-19.1% | $2,922-39.3% | $2,597-31.6% |
| Participant deferral / active EE | $2,898 | $3,626-20.1% | $4,565-36.5% | $4,028-28.0% |
| Admin fee / account holder | $1,198 | $5,897-79.7% | $8,446-85.8% | $5,403-77.8% |