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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 | $38,690 | $50,947-24.1% | $74,549-48.1% | $64,173-39.7% |
| Participation rate | 69.2% | 61.1%+8.2pp | 69.1%+0.1pp | 69.6%-0.3pp |
| Annual return | -15.25% | -1.85%-13.4pp | 32.53%-47.8pp | 7.63%-22.9pp |
| Employer contribution / active EE | $736 | $1,115-34.0% | $1,961-62.5% | $2,381-69.1% |
| Participant deferral / active EE | $1,673 | $2,302-27.3% | $3,108-46.2% | $3,470-51.8% |
| Admin fee / account holder | $480 | $4,221-88.6% | $5,059-90.5% | $4,887-90.2% |