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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 | $35,580 | $46,697-23.8% | $117,533-69.7% | $68,486-48.0% |
| Participation rate | 56.9% | 56.8%+0.1pp | 70.6%-13.7pp | 67.9%-11.0pp |
| Annual return | -21.78% | -14.52%-7.3pp | 29.77%-51.5pp | -7.85%-13.9pp |
| Employer contribution / active EE | $426 | $1,506-71.7% | $4,179-89.8% | $2,597-83.6% |
| Participant deferral / active EE | $2,019 | $2,637-23.4% | $4,072-50.4% | $4,028-49.9% |
| Admin fee / account holder | $906 | $4,023-77.5% | $5,647-84.0% | $5,404-83.2% |