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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 | $27,084 | $77,901-65.2% | $149,717-81.9% | $75,181-64.0% |
| Participation rate | 58.1% | 65.6%-7.5pp | 78.8%-20.7pp | 67.2%-9.1pp |
| Annual return | -6.78% | 31.73%-38.5pp | 134.41%-141.2pp | 160.69%-167.5pp |
| Employer contribution / active EE | $415 | $3,137-86.8% | $4,820-91.4% | $2,671-84.5% |
| Participant deferral / active EE | $2,442 | $3,411-28.4% | $5,682-57.0% | $4,126-40.8% |
| Admin fee / account holder | $6,344 | $5,949+6.6% | $13,213-52.0% | $5,650+12.3% |