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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 | $21,245 | $50,947-58.3% | $74,551-71.5% | $64,173-66.9% |
| Participation rate | 68.9% | 61.1%+7.8pp | 69.1%-0.3pp | 69.6%-0.7pp |
| Annual return | -11.58% | -1.85%-9.7pp | 32.53%-44.1pp | 7.63%-19.2pp |
| Employer contribution / active EE | $626 | $1,115-43.9% | $1,961-68.1% | $2,381-73.7% |
| Participant deferral / active EE | $3,554 | $2,302+54.4% | $3,108+14.3% | $3,470+2.4% |
| Admin fee / account holder | $1,771 | $4,221-58.0% | $5,059-65.0% | $4,887-63.8% |