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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 | $10,122 | $42,383-76.1% | $76,518-86.8% | $64,173-84.2% |
| Participation rate | 67.9% | 58.1%+9.8pp | 68.0%-0.1pp | 69.6%-1.7pp |
| Annual return | -11.51% | -16.54%+5.0pp | -0.27%-11.2pp | 7.63%-19.1pp |
| Employer contribution / active EE | $1,471 | $1,563-5.9% | $2,647-44.5% | $2,381-38.2% |
| Participant deferral / active EE | $2,554 | $2,566-0.5% | $3,836-33.4% | $3,470-26.4% |
| Admin fee / account holder | $943 | $3,198-70.5% | $4,849-80.6% | $4,887-80.7% |