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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 | $34,377 | $56,339-39.0% | $104,301-67.0% | $68,495-49.8% |
| Participation rate | 57.7% | 63.3%-5.6pp | 73.3%-15.6pp | 67.9%-10.2pp |
| Annual return | -25.35% | -9.19%-16.2pp | 24.61%-50.0pp | -7.84%-17.5pp |
| Employer contribution / active EE | $2,638 | $1,960+34.6% | $3,373-21.8% | $2,596+1.6% |
| Participant deferral / active EE | $3,215 | $3,077+4.5% | $4,626-30.5% | $4,028-20.2% |
| Admin fee / account holder | $673 | $4,902-86.3% | $7,340-90.8% | $5,403-87.5% |