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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 | $33,439 | $67,411-50.4% | $91,004-63.3% | $70,126-52.3% |
| Participation rate | 68.3% | 71.4%-3.1pp | 75.6%-7.3pp | 69.5%-1.3pp |
| Annual return | 11.93% | -40.16%+52.1pp | 4.60%+7.3pp | 73.15%-61.2pp |
| Employer contribution / active EE | $1,011 | $1,786-43.4% | $2,456-58.8% | $2,343-56.9% |
| Participant deferral / active EE | $1,832 | $2,823-35.1% | $3,548-48.4% | $3,332-45.0% |
| Admin fee / account holder | $755 | $4,236-82.2% | $5,417-86.1% | $4,645-83.8% |