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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 | $35,599 | $52,884-32.7% | $84,753-58.0% | $55,167-35.5% |
| Participation rate | 68.9% | 67.5%+1.4pp | 76.6%-7.7pp | 69.0%-0.1pp |
| Annual return | -0.99% | 18.03%-19.0pp | 22.78%-23.8pp | 169.23%-170.2pp |
| Employer contribution / active EE | $858 | $2,233-61.6% | $3,574-76.0% | $1,963-56.3% |
| Participant deferral / active EE | $2,008 | $2,644-24.1% | $3,712-45.9% | $3,054-34.3% |
| Admin fee / account holder | $2,346 | $581+304.0% | $5,333-56.0% | $504+365.6% |