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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 | $25,231 | $30,732-17.9% | $59,496-57.6% | $59,633-57.7% |
| Participation rate | 55.0% | 43.2%+11.8pp | 54.6%+0.4pp | 68.7%-13.7pp |
| Annual return | -4.01% | 4.47%-8.5pp | 182.05%-186.1pp | 2041.45%-2045.5pp |
| Employer contribution / active EE | $200 | $631-68.3% | $1,153-82.6% | $2,203-90.9% |
| Participant deferral / active EE | $727 | $1,183-38.5% | $1,829-60.2% | $3,192-77.2% |
| Admin fee / account holder | $1,371 | $2,136-35.8% | $2,232-38.6% | $4,297-68.1% |