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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 | $19,645 | $46,689-57.9% | $117,498-83.3% | $68,495-71.3% |
| Participation rate | 58.5% | 56.8%+1.7pp | 70.6%-12.1pp | 67.9%-9.4pp |
| Annual return | -21.14% | -14.52%-6.6pp | 29.75%-50.9pp | -7.84%-13.3pp |
| Employer contribution / active EE | $1,659 | $1,505+10.2% | $4,178-60.3% | $2,596-36.1% |
| Participant deferral / active EE | $2,986 | $2,637+13.2% | $4,071-26.7% | $4,028-25.9% |
| Admin fee / account holder | $1,083 | $4,021-73.1% | $5,646-80.8% | $5,403-80.0% |