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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 | $24,435 | $47,944-49.0% | $67,834-64.0% | $62,881-61.1% |
| Participation rate | 62.1% | 61.1%+1.0pp | 68.8%-6.7pp | 69.3%-7.2pp |
| Annual return | 4.23% | 11.77%-7.5pp | 138.47%-134.2pp | 20.14%-15.9pp |
| Employer contribution / active EE | $403 | $1,562-74.2% | $2,403-83.2% | $2,281-82.3% |
| Participant deferral / active EE | $1,164 | $2,247-48.2% | $3,160-63.2% | $3,203-63.7% |
| Admin fee / account holder | $7,789 | $3,712+109.8% | $4,622+68.5% | $4,296+81.3% |