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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 | $71,057-61.3% | $93,654-70.6% | $80,874-66.0% |
| Participation rate | 62.0% | 60.4%+1.6pp | 68.7%-6.7pp | 67.6%-5.6pp |
| Annual return | -3.80% | 11.26%-15.1pp | 133.34%-137.1pp | 35.62%-39.4pp |
| Employer contribution / active EE | $742 | $1,564-52.6% | $2,421-69.4% | $2,756-73.1% |
| Participant deferral / active EE | $1,321 | $4,034-67.2% | $4,413-70.1% | $4,297-69.3% |
| Admin fee / account holder | $21,470 | $6,944+209.2% | $8,282+159.2% | $6,935+209.6% |