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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 | $25,192 | $103,949-75.8% | $69,182-63.6% | $273,972-90.8% |
| Participation rate | 45.8% | 67.4%-21.5pp | 55.1%-9.3pp | 83.0%-37.2pp |
| Annual return | -5.17% | 35.28%-40.5pp | -21.93%+16.8pp | 41.46%-46.6pp |
| Employer contribution / active EE | $557 | $1,783-68.8% | $1,206-53.8% | $4,869-88.6% |
| Participant deferral / active EE | $1,443 | $2,716-46.9% | $1,897-23.9% | $5,287-72.7% |
| Admin fee / account holder | $37,607 | $3,671+924.6% | $2,697+1294.5% | $10,133+271.1% |