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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 | $22,002 | $50,947-56.8% | $74,549-70.5% | $64,173-65.7% |
| Participation rate | 66.0% | 61.1%+4.9pp | 69.1%-3.1pp | 69.6%-3.6pp |
| Annual return | -11.31% | -1.85%-9.5pp | 32.53%-43.8pp | 7.63%-18.9pp |
| Employer contribution / active EE | $1,004 | $1,115-9.9% | $1,961-48.8% | $2,381-57.8% |
| Participant deferral / active EE | $2,786 | $2,302+21.0% | $3,108-10.4% | $3,470-19.7% |
| Admin fee / account holder | $3,451 | $4,221-18.2% | $5,059-31.8% | $4,887-29.4% |