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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 | $54,809 | $67,411-18.7% | $91,004-39.8% | $70,126-21.8% |
| Participation rate | 51.7% | 71.4%-19.7pp | 75.6%-23.9pp | 69.5%-17.9pp |
| Annual return | -9.58% | -40.16%+30.6pp | 4.60%-14.2pp | 73.15%-82.7pp |
| Employer contribution / active EE | $539 | $1,786-69.8% | $2,456-78.0% | $2,343-77.0% |
| Participant deferral / active EE | $1,646 | $2,823-41.7% | $3,548-53.6% | $3,332-50.6% |
| Admin fee / account holder | $12,333 | $4,236+191.1% | $5,417+127.7% | $4,645+165.5% |