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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 | $28,958 | $61,338-52.8% | $149,717-80.7% | $71,495-59.5% |
| Participation rate | 65.1% | 62.5%+2.6pp | 78.8%-13.6pp | 67.9%-2.8pp |
| Annual return | 11.48% | 35.86%-24.4pp | 134.41%-122.9pp | 28.85%-17.4pp |
| Employer contribution / active EE | $1,091 | $2,381-54.2% | $4,820-77.4% | $2,589-57.9% |
| Participant deferral / active EE | $985 | $2,919-66.2% | $5,682-82.7% | $4,291-77.0% |
| Admin fee / account holder | $5,457 | $1,263+332.1% | $13,213-58.7% | $1,588+243.7% |