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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 | $23,204 | $42,383-45.3% | $76,518-69.7% | $64,173-63.8% |
| Participation rate | 63.0% | 58.1%+4.8pp | 68.0%-5.0pp | 69.6%-6.6pp |
| Annual return | -11.99% | -16.54%+4.5pp | -0.27%-11.7pp | 7.63%-19.6pp |
| Employer contribution / active EE | $1,533 | $1,563-2.0% | $2,647-42.1% | $2,381-35.6% |
| Participant deferral / active EE | $2,532 | $2,566-1.4% | $3,836-34.0% | $3,470-27.0% |
| Admin fee / account holder | $2,366 | $3,198-26.0% | $4,849-51.2% | $4,887-51.6% |