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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 | $27,842 | $50,947-45.4% | $74,551-62.7% | $64,173-56.6% |
| Participation rate | 64.4% | 61.1%+3.4pp | 69.1%-4.7pp | 69.6%-5.1pp |
| Annual return | -8.42% | -1.85%-6.6pp | 32.53%-41.0pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,493 | $1,115+33.9% | $1,961-23.9% | $2,381-37.3% |
| Participant deferral / active EE | $1,891 | $2,302-17.8% | $3,108-39.2% | $3,470-45.5% |
| Admin fee / account holder | $7,161 | $4,221+69.7% | $5,059+41.6% | $4,887+46.5% |