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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 | $40,548 | $67,411-39.9% | $91,004-55.4% | $70,126-42.2% |
| Participation rate | 56.5% | 71.4%-14.8pp | 75.6%-19.1pp | 69.5%-13.0pp |
| Annual return | 8.17% | -40.16%+48.3pp | 4.60%+3.6pp | 73.15%-65.0pp |
| Employer contribution / active EE | $546 | $1,786-69.4% | $2,456-77.8% | $2,343-76.7% |
| Participant deferral / active EE | $1,643 | $2,823-41.8% | $3,548-53.7% | $3,332-50.7% |
| Admin fee / account holder | $12,371 | $4,236+192.0% | $5,417+128.4% | $4,645+166.3% |