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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 | $34,588 | $53,546-35.4% | $69,884-50.5% | $68,486-49.5% |
| Participation rate | 60.9% | 64.5%-3.6pp | 70.5%-9.6pp | 67.9%-7.0pp |
| Annual return | -26.98% | -13.87%-13.1pp | 190.81%-217.8pp | -7.85%-19.1pp |
| Employer contribution / active EE | $2,130 | $2,019+5.5% | $2,560-16.8% | $2,597-18.0% |
| Participant deferral / active EE | $2,349 | $2,957-20.5% | $3,848-38.9% | $4,028-41.7% |
| Admin fee / account holder | $331 | $4,693-92.9% | $6,266-94.7% | $5,404-93.9% |