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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 | $25,653 | $73,863-65.3% | $143,797-82.2% | $68,490-62.5% |
| Participation rate | 69.8% | 66.7%+3.2pp | 80.3%-10.5pp | 67.9%+1.9pp |
| Annual return | -21.83% | 0.91%-22.7pp | -0.04%-21.8pp | -7.85%-14.0pp |
| Employer contribution / active EE | $3,042 | $3,185-4.5% | $4,952-38.6% | $2,597+17.2% |
| Participant deferral / active EE | $4,042 | $3,385+19.4% | $5,638-28.3% | $4,028+0.4% |
| Admin fee / account holder | $2,189 | $5,756-62.0% | $14,679-85.1% | $5,403-59.5% |