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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 | $37,953 | $64,719-41.4% | $112,249-66.2% | $68,486-44.6% |
| Participation rate | 69.5% | 67.2%+2.4pp | 75.1%-5.5pp | 67.9%+1.6pp |
| Annual return | -19.62% | -11.40%-8.2pp | 27.48%-47.1pp | -7.85%-11.8pp |
| Employer contribution / active EE | $1,846 | $2,747-32.8% | $3,636-49.2% | $2,597-28.9% |
| Participant deferral / active EE | $3,181 | $3,565-10.8% | $4,729-32.7% | $4,028-21.0% |
| Admin fee / account holder | $458 | $5,232-91.3% | $6,412-92.9% | $5,404-91.5% |