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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 | $33,700 | $42,917-21.5% | $60,899-44.7% | $68,495-50.8% |
| Participation rate | 62.5% | 66.8%-4.3pp | 73.1%-10.6pp | 67.9%-5.4pp |
| Annual return | -19.10% | -13.99%-5.1pp | 16.92%-36.0pp | -7.84%-11.3pp |
| Employer contribution / active EE | $2,947 | $1,979+49.0% | $2,702+9.1% | $2,596+13.5% |
| Participant deferral / active EE | $6,477 | $2,867+125.9% | $3,817+69.7% | $4,028+60.8% |
| Admin fee / account holder | $1,646 | $3,102-46.9% | $3,225-49.0% | $5,403-69.5% |