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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 | $37,269 | $52,836-29.5% | $105,736-64.8% | $64,173-41.9% |
| Participation rate | 59.3% | 66.5%-7.3pp | 76.3%-17.1pp | 69.6%-10.3pp |
| Annual return | -9.08% | 14.30%-23.4pp | 6.27%-15.4pp | 7.63%-16.7pp |
| Employer contribution / active EE | $1,804 | $1,827-1.3% | $3,268-44.8% | $2,381-24.2% |
| Participant deferral / active EE | $3,382 | $2,545+32.9% | $4,080-17.1% | $3,470-2.5% |
| Admin fee / account holder | $4,870 | $3,959+23.0% | $6,913-29.6% | $4,887-0.4% |