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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 | $16,235 | $56,484-71.3% | $169,452-90.4% | $64,181-74.7% |
| Participation rate | 62.5% | 64.5%-2.0pp | 77.8%-15.3pp | 69.6%-7.1pp |
| Annual return | -9.58% | -1.55%-8.0pp | 1.83%-11.4pp | 7.63%-17.2pp |
| Employer contribution / active EE | $890 | $1,832-51.5% | $4,157-78.6% | $2,381-62.6% |
| Participant deferral / active EE | $2,219 | $3,448-35.6% | $5,277-58.0% | $3,470-36.0% |
| Admin fee / account holder | $1,068 | $4,174-74.4% | $9,110-88.3% | $4,887-78.1% |