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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 | $35,981 | $58,600-38.6% | $83,327-56.8% | $64,173-43.9% |
| Participation rate | 68.0% | 72.0%-4.0pp | 77.8%-9.8pp | 69.6%-1.6pp |
| Annual return | -10.18% | 9.66%-19.8pp | 10.64%-20.8pp | 7.63%-17.8pp |
| Employer contribution / active EE | $2,284 | $2,098+8.8% | $3,379-32.4% | $2,381-4.1% |
| Participant deferral / active EE | $4,446 | $4,656-4.5% | $5,565-20.1% | $3,470+28.1% |
| Admin fee / account holder | $1,008 | $9,282-89.1% | $7,540-86.6% | $4,887-79.4% |