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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 | $35,715 | $46,697-23.5% | $117,529-69.6% | $68,490-47.9% |
| Participation rate | 57.6% | 56.8%+0.8pp | 70.6%-13.0pp | 67.9%-10.3pp |
| Annual return | -26.03% | -14.52%-11.5pp | 29.77%-55.8pp | -7.85%-18.2pp |
| Employer contribution / active EE | $1,298 | $1,506-13.8% | $4,179-68.9% | $2,597-50.0% |
| Participant deferral / active EE | $2,689 | $2,637+2.0% | $4,072-34.0% | $4,028-33.2% |
| Admin fee / account holder | $723 | $4,023-82.0% | $5,645-87.2% | $5,403-86.6% |