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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 | $29,764 | $56,894-47.7% | $84,753-64.9% | $62,881-52.7% |
| Participation rate | 64.7% | 68.5%-3.8pp | 76.6%-11.9pp | 69.3%-4.6pp |
| Annual return | -15.87% | 6.30%-22.2pp | 22.78%-38.7pp | 20.14%-36.0pp |
| Employer contribution / active EE | $3,825 | $2,400+59.4% | $3,574+7.0% | $2,281+67.7% |
| Participant deferral / active EE | $2,089 | $2,709-22.9% | $3,712-43.7% | $3,203-34.8% |
| Admin fee / account holder | $3,347 | $3,581-6.5% | $5,333-37.2% | $4,296-22.1% |