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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 | $25,006 | $53,596-53.3% | $90,655-72.4% | $64,181-61.0% |
| Participation rate | 58.6% | 64.5%-5.9pp | 74.0%-15.4pp | 69.6%-10.9pp |
| Annual return | -8.29% | 4.41%-12.7pp | 1.89%-10.2pp | 7.63%-15.9pp |
| Employer contribution / active EE | $473 | $1,503-68.5% | $2,532-81.3% | $2,381-80.1% |
| Participant deferral / active EE | $2,029 | $2,459-17.5% | $3,425-40.8% | $3,470-41.5% |
| Admin fee / account holder | $310 | $3,868-92.0% | $4,994-93.8% | $4,887-93.7% |