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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 | $29,923 | $59,819-50.0% | $79,583-62.4% | $68,490-56.3% |
| Participation rate | 64.0% | 61.1%+2.9pp | 69.5%-5.5pp | 67.9%-3.9pp |
| Annual return | -26.56% | -12.30%-14.3pp | 0.16%-26.7pp | -7.85%-18.7pp |
| Employer contribution / active EE | $2,642 | $1,505+75.5% | $2,414+9.5% | $2,597+1.7% |
| Participant deferral / active EE | $3,959 | $3,025+30.9% | $3,986-0.7% | $4,028-1.7% |
| Admin fee / account holder | $989 | $4,835-79.5% | $6,835-85.5% | $5,403-81.7% |