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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 | $31,012 | $48,235-35.7% | $68,803-54.9% | $68,490-54.7% |
| Participation rate | 63.0% | 60.7%+2.3pp | 69.0%-6.1pp | 67.9%-4.9pp |
| Annual return | -20.13% | -12.70%-7.4pp | -6.37%-13.8pp | -7.85%-12.3pp |
| Employer contribution / active EE | $2,990 | $1,829+63.5% | $2,656+12.6% | $2,597+15.1% |
| Participant deferral / active EE | $4,683 | $2,867+63.4% | $3,942+18.8% | $4,028+16.3% |
| Admin fee / account holder | $2,499 | $4,361-42.7% | $4,936-49.4% | $5,403-53.7% |