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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 | $21,885 | $58,600-62.7% | $83,327-73.7% | $64,173-65.9% |
| Participation rate | 63.3% | 72.0%-8.7pp | 77.8%-14.4pp | 69.6%-6.2pp |
| Annual return | -9.33% | 9.66%-19.0pp | 10.64%-20.0pp | 7.63%-17.0pp |
| Employer contribution / active EE | $891 | $2,098-57.5% | $3,379-73.6% | $2,381-62.6% |
| Participant deferral / active EE | $4,501 | $4,656-3.3% | $5,565-19.1% | $3,470+29.7% |
| Admin fee / account holder | $7,610 | $9,282-18.0% | $7,540+0.9% | $4,887+55.7% |