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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 | $30,965 | $37,463-17.3% | $77,096-59.8% | $66,938-53.7% |
| Participation rate | 69.3% | 52.9%+16.4pp | 67.9%+1.4pp | 69.8%-0.5pp |
| Annual return | -20.24% | -3.25%-17.0pp | 42.35%-62.6pp | 1.58%-21.8pp |
| Employer contribution / active EE | $2,309 | $1,535+50.4% | $2,814-17.9% | $2,545-9.3% |
| Participant deferral / active EE | $5,406 | $2,621+106.3% | $4,429+22.1% | $4,238+27.6% |
| Admin fee / account holder | $1,210 | $568+113.0% | $5,428-77.7% | $594+103.9% |