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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 | $81,457-61.8% | $103,378-69.9% | $80,911-61.5% |
| Participation rate | 69.2% | 66.8%+2.4pp | 74.5%-5.3pp | 67.6%+1.6pp |
| Annual return | -31.45% | 25.58%-57.0pp | 24.91%-56.4pp | 35.63%-67.1pp |
| Employer contribution / active EE | $2,372 | $3,107-23.6% | $3,870-38.7% | $2,756-13.9% |
| Participant deferral / active EE | $3,753 | $3,871-3.1% | $5,058-25.8% | $4,297-12.7% |
| Admin fee / account holder | $1,501 | $6,717-77.7% | $8,401-82.1% | $6,935-78.4% |