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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 | $27,508 | $64,719-57.5% | $112,249-75.5% | $68,486-59.8% |
| Participation rate | 61.4% | 67.2%-5.8pp | 75.1%-13.7pp | 67.9%-6.5pp |
| Annual return | -19.82% | -11.40%-8.4pp | 27.48%-47.3pp | -7.85%-12.0pp |
| Employer contribution / active EE | $2,024 | $2,747-26.3% | $3,636-44.3% | $2,597-22.1% |
| Participant deferral / active EE | $2,269 | $3,565-36.4% | $4,729-52.0% | $4,028-43.7% |
| Admin fee / account holder | $1,261 | $5,232-75.9% | $6,412-80.3% | $5,404-76.7% |