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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 | $25,486 | $30,732-17.1% | $59,496-57.2% | $59,633-57.3% |
| Participation rate | 51.7% | 43.2%+8.5pp | 54.6%-2.8pp | 68.7%-16.9pp |
| Annual return | -3.54% | 4.47%-8.0pp | 182.05%-185.6pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $680 | $631+7.9% | $1,153-41.0% | $2,203-69.1% |
| Participant deferral / active EE | $1,454 | $1,183+22.9% | $1,829-20.5% | $3,192-54.4% |
| Admin fee / account holder | $1,429 | $2,136-33.1% | $2,232-36.0% | $4,297-66.7% |