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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 | $26,043 | $72,273-64.0% | $101,275-74.3% | $79,856-67.4% |
| Participation rate | 61.5% | 68.5%-6.9pp | 75.8%-14.3pp | 69.6%-8.1pp |
| Annual return | -10.04% | 22.30%-32.3pp | 46.48%-56.5pp | 31.71%-41.8pp |
| Employer contribution / active EE | $642 | $2,691-76.2% | $3,660-82.5% | $2,471-74.0% |
| Participant deferral / active EE | $1,554 | $3,282-52.7% | $4,371-64.4% | $3,741-58.5% |
| Admin fee / account holder | $2,883 | $4,401-34.5% | $5,948-51.5% | $5,306-45.7% |