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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 | $40,702 | $59,819-32.0% | $79,583-48.9% | $68,490-40.6% |
| Participation rate | 66.7% | 61.1%+5.6pp | 69.5%-2.8pp | 67.9%-1.2pp |
| Annual return | -20.61% | -12.30%-8.3pp | 0.16%-20.8pp | -7.85%-12.8pp |
| Employer contribution / active EE | $519 | $1,505-65.5% | $2,414-78.5% | $2,597-80.0% |
| Participant deferral / active EE | $4,445 | $3,025+46.9% | $3,986+11.5% | $4,028+10.3% |
| Admin fee / account holder | $1,017 | $4,835-79.0% | $6,835-85.1% | $5,403-81.2% |