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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 | $31,116 | $81,504-61.8% | $102,437-69.6% | $80,959-61.6% |
| Participation rate | 69.2% | 66.9%+2.4pp | 74.5%-5.3pp | 67.7%+1.6pp |
| Annual return | -31.45% | 25.60%-57.0pp | 24.95%-56.4pp | 35.67%-67.1pp |
| Employer contribution / active EE | $2,372 | $3,104-23.6% | $3,871-38.7% | $2,757-14.0% |
| Participant deferral / active EE | $3,753 | $3,871-3.0% | $5,060-25.8% | $4,300-12.7% |
| Admin fee / account holder | $1,501 | $6,719-77.7% | $8,388-82.1% | $6,925-78.3% |