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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 | $27,497 | $71,197-61.4% | $93,669-70.6% | $80,925-66.0% |
| Participation rate | 62.0% | 60.4%+1.6pp | 68.7%-6.7pp | 67.7%-5.7pp |
| Annual return | -3.80% | 11.27%-15.1pp | 133.59%-137.4pp | 35.65%-39.4pp |
| Employer contribution / active EE | $742 | $1,565-52.6% | $2,424-69.4% | $2,756-73.1% |
| Participant deferral / active EE | $1,321 | $4,036-67.3% | $4,416-70.1% | $4,299-69.3% |
| Admin fee / account holder | $21,470 | $6,959+208.5% | $8,291+158.9% | $6,940+209.4% |