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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 | $22,944 | $45,872-50.0% | $77,096-70.2% | $68,486-66.5% |
| Participation rate | 69.2% | 55.9%+13.3pp | 67.9%+1.3pp | 67.9%+1.3pp |
| Annual return | -20.07% | 1.73%-21.8pp | 42.35%-62.4pp | -7.85%-12.2pp |
| Employer contribution / active EE | $1,964 | $1,650+19.1% | $2,814-30.2% | $2,597-24.4% |
| Participant deferral / active EE | $4,220 | $2,963+42.4% | $4,429-4.7% | $4,028+4.8% |
| Admin fee / account holder | $963 | $3,041-68.3% | $5,428-82.3% | $5,404-82.2% |