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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 | $27,545 | $50,464-45.4% | $75,784-63.7% | $52,331-47.4% |
| Participation rate | 68.3% | 66.8%+1.5pp | 75.8%-7.5pp | 68.1%+0.2pp |
| Annual return | -2.67% | 1.03%-3.7pp | 9.68%-12.4pp | 4.54%-7.2pp |
| Employer contribution / active EE | $1,814 | $1,988-8.8% | $3,323-45.4% | $1,882-3.6% |
| Participant deferral / active EE | $3,576 | $2,570+39.1% | $3,652-2.1% | $3,022+18.3% |
| Admin fee / account holder | $1,805 | $1,103+63.7% | $5,300-65.9% | $592+205.1% |