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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 | $26,797 | $48,267-44.5% | $68,794-61.0% | $68,495-60.9% |
| Participation rate | 62.5% | 60.7%+1.8pp | 69.0%-6.5pp | 67.9%-5.4pp |
| Annual return | -22.20% | -12.70%-9.5pp | -6.37%-15.8pp | -7.84%-14.4pp |
| Employer contribution / active EE | $358 | $1,829-80.4% | $2,656-86.5% | $2,596-86.2% |
| Participant deferral / active EE | $2,068 | $2,867-27.9% | $3,941-47.5% | $4,028-48.6% |
| Admin fee / account holder | $1,274 | $4,362-70.8% | $4,934-74.2% | $5,403-76.4% |