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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 | $36,648 | $64,729-43.4% | $112,263-67.4% | $68,490-46.5% |
| Participation rate | 58.8% | 67.2%-8.3pp | 75.1%-16.2pp | 67.9%-9.1pp |
| Annual return | -19.82% | -11.40%-8.4pp | 27.49%-47.3pp | -7.85%-12.0pp |
| Employer contribution / active EE | $1,708 | $2,746-37.8% | $3,636-53.0% | $2,597-34.2% |
| Participant deferral / active EE | $4,754 | $3,566+33.3% | $4,729+0.5% | $4,028+18.0% |
| Admin fee / account holder | $8,651 | $5,222+65.7% | $6,410+35.0% | $5,403+60.1% |