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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 | $31,940 | $45,872-30.4% | $77,100-58.6% | $68,490-53.4% |
| Participation rate | 61.8% | 55.9%+5.8pp | 67.9%-6.2pp | 67.9%-6.1pp |
| Annual return | -23.59% | 1.73%-25.3pp | 42.35%-65.9pp | -7.85%-15.7pp |
| Employer contribution / active EE | $2,226 | $1,650+34.9% | $2,815-20.9% | $2,597-14.3% |
| Participant deferral / active EE | $3,678 | $2,963+24.1% | $4,430-17.0% | $4,028-8.7% |
| Admin fee / account holder | $19,257 | $3,041+533.2% | $5,443+253.8% | $5,403+256.4% |