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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 | $30,444 | $59,813-49.1% | $79,580-61.7% | $68,486-55.5% |
| Participation rate | 68.0% | 61.1%+6.9pp | 69.5%-1.5pp | 67.9%+0.1pp |
| Annual return | -19.78% | -12.30%-7.5pp | 0.15%-19.9pp | -7.85%-11.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,622 | $3,024+19.8% | $3,985-9.1% | $4,028-10.1% |
| Admin fee / account holder | $755 | $4,835-84.4% | $6,835-89.0% | $5,404-86.0% |