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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 | $22,325 | $211,946-89.5% | $169,452-86.8% | $135,379-83.5% |
| Participation rate | 26.7% | 82.6%-56.0pp | 77.8%-51.1pp | 82.6%-56.0pp |
| Annual return | -9.26% | 3.26%-12.5pp | 1.83%-11.1pp | 519.79%-529.1pp |
| Employer contribution / active EE | $909 | $5,117-82.2% | $4,157-78.1% | $4,779-81.0% |
| Participant deferral / active EE | $1,458 | $6,075-76.0% | $5,277-72.4% | $5,609-74.0% |
| Admin fee / account holder | $1,260 | $11,472-89.0% | $9,110-86.2% | $10,828-88.4% |