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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 | $39,407 | $47,553-17.1% | $136,867-71.2% | $69,733-43.5% |
| Participation rate | 61.4% | 61.4%+0.1pp | 74.5%-13.1pp | 62.5%-1.0pp |
| Annual return | 8.58% | -91.50%+100.1pp | 42.97%-34.4pp | 15.22%-6.6pp |
| Employer contribution / active EE | $387 | $2,087-81.5% | $3,547-89.1% | $2,250-82.8% |
| Participant deferral / active EE | $1,562 | $2,300-32.1% | $4,924-68.3% | $3,054-48.9% |
| Admin fee / account holder | $6,786 | $3,496+94.1% | $10,340-34.4% | $3,102+118.7% |