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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 | $36,929 | $45,872-19.5% | $77,096-52.1% | $68,486-46.1% |
| Participation rate | 56.1% | 55.9%+0.2pp | 67.9%-11.8pp | 67.9%-11.8pp |
| Annual return | -20.42% | 1.73%-22.1pp | 42.35%-62.8pp | -7.85%-12.6pp |
| Employer contribution / active EE | $655 | $1,650-60.3% | $2,814-76.7% | $2,597-74.8% |
| Participant deferral / active EE | $1,842 | $2,963-37.8% | $4,429-58.4% | $4,028-54.3% |
| Admin fee / account holder | $1,755 | $3,041-42.3% | $5,428-67.7% | $5,404-67.5% |