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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 | $32,406 | $50,958-36.4% | $74,552-56.5% | $64,181-49.5% |
| Participation rate | 65.1% | 61.1%+4.0pp | 69.1%-4.1pp | 69.6%-4.5pp |
| Annual return | -13.02% | -1.86%-11.2pp | 32.53%-45.5pp | 7.63%-20.7pp |
| Employer contribution / active EE | $524 | $1,115-53.0% | $1,961-73.3% | $2,381-78.0% |
| Participant deferral / active EE | $2,673 | $2,301+16.1% | $3,108-14.0% | $3,470-23.0% |
| Admin fee / account holder | $2,474 | $4,223-41.4% | $5,060-51.1% | $4,887-49.4% |