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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 | $41,349 | $59,813-30.9% | $79,580-48.0% | $68,486-39.6% |
| Participation rate | 64.6% | 61.1%+3.5pp | 69.5%-4.9pp | 67.9%-3.3pp |
| Annual return | -19.51% | -12.30%-7.2pp | 0.15%-19.7pp | -7.85%-11.7pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,409 | $3,024-20.3% | $3,985-39.6% | $4,028-40.2% |
| Admin fee / account holder | $5,104 | $4,835+5.6% | $6,835-25.3% | $5,404-5.5% |