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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 | $23,540 | $64,719-63.6% | $112,249-79.0% | $68,486-65.6% |
| Participation rate | 68.4% | 67.2%+1.3pp | 75.1%-6.6pp | 67.9%+0.5pp |
| Annual return | -22.28% | -11.40%-10.9pp | 27.48%-49.8pp | -7.85%-14.4pp |
| Employer contribution / active EE | $4,126 | $2,747+50.2% | $3,636+13.5% | $2,597+58.9% |
| Participant deferral / active EE | $6,004 | $3,565+68.4% | $4,729+27.0% | $4,028+49.1% |
| Admin fee / account holder | $515 | $5,232-90.2% | $6,412-92.0% | $5,404-90.5% |