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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 | $30,855 | $59,813-48.4% | $79,580-61.2% | $68,486-54.9% |
| Participation rate | 62.1% | 61.1%+1.0pp | 69.5%-7.4pp | 67.9%-5.8pp |
| Annual return | -21.14% | -12.30%-8.8pp | 0.15%-21.3pp | -7.85%-13.3pp |
| Employer contribution / active EE | $1,621 | $1,505+7.7% | $2,413-32.8% | $2,597-37.6% |
| Participant deferral / active EE | $3,563 | $3,024+17.8% | $3,985-10.6% | $4,028-11.5% |
| Admin fee / account holder | $770 | $4,835-84.1% | $6,835-88.7% | $5,404-85.8% |