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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 | $28,864 | $53,774-46.3% | $134,162-78.5% | $79,856-63.9% |
| Participation rate | 61.9% | 58.8%+3.1pp | 72.2%-10.3pp | 69.6%-7.7pp |
| Annual return | -12.11% | 19.01%-31.1pp | 36.35%-48.5pp | 31.71%-43.8pp |
| Employer contribution / active EE | $3,557 | $1,322+169.2% | $3,705-4.0% | $2,471+43.9% |
| Participant deferral / active EE | $6,226 | $2,420+157.3% | $3,500+77.9% | $3,741+66.5% |
| Admin fee / account holder | $3,641 | $3,985-8.6% | $6,685-45.5% | $5,306-31.4% |