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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 | $31,601 | $72,177-56.2% | $115,038-72.5% | $59,633-47.0% |
| Participation rate | 68.8% | 72.6%-3.8pp | 81.4%-12.6pp | 68.7%+0.1pp |
| Annual return | -2.66% | 12.02%-14.7pp | 26.14%-28.8pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $688 | $2,841-75.8% | $4,608-85.1% | $2,203-68.8% |
| Participant deferral / active EE | $2,811 | $4,783-41.2% | $6,026-53.3% | $3,192-11.9% |
| Admin fee / account holder | $8,085 | $4,927+64.1% | $8,175-1.1% | $4,297+88.2% |