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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 | $33,527 | $59,813-43.9% | $79,580-57.9% | $68,486-51.0% |
| Participation rate | 58.9% | 61.1%-2.2pp | 69.5%-10.6pp | 67.9%-9.0pp |
| Annual return | -19.96% | -12.30%-7.7pp | 0.15%-20.1pp | -7.85%-12.1pp |
| Employer contribution / active EE | $1,001 | $1,505-33.5% | $2,413-58.5% | $2,597-61.4% |
| Participant deferral / active EE | $4,288 | $3,024+41.8% | $3,985+7.6% | $4,028+6.5% |
| Admin fee / account holder | $1,828 | $4,835-62.2% | $6,835-73.3% | $5,404-66.2% |