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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 | $23,547 | $37,463-37.1% | $77,096-69.5% | $66,938-64.8% |
| Participation rate | 66.3% | 52.9%+13.4pp | 67.9%-1.6pp | 69.8%-3.5pp |
| Annual return | -23.38% | -3.25%-20.1pp | 42.35%-65.7pp | 1.58%-25.0pp |
| Employer contribution / active EE | $456 | $1,535-70.3% | $2,814-83.8% | $2,545-82.1% |
| Participant deferral / active EE | $2,930 | $2,621+11.8% | $4,429-33.8% | $4,238-30.9% |
| Admin fee / account holder | $2,946 | $568+418.6% | $5,428-45.7% | $594+396.3% |