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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 | $25,795 | $56,484-54.3% | $169,452-84.8% | $64,173-59.8% |
| Participation rate | 24.2% | 64.5%-40.3pp | 77.8%-53.5pp | 69.6%-45.3pp |
| Annual return | -13.64% | -1.55%-12.1pp | 1.83%-15.5pp | 7.63%-21.3pp |
| Employer contribution / active EE | $660 | $1,832-64.0% | $4,157-84.1% | $2,381-72.3% |
| Participant deferral / active EE | $2,231 | $3,448-35.3% | $5,277-57.7% | $3,470-35.7% |
| Admin fee / account holder | $2,145 | $4,174-48.6% | $9,110-76.4% | $4,887-56.1% |