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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 | $27,552 | $50,947-45.9% | $74,549-63.0% | $64,173-57.1% |
| Participation rate | 66.7% | 61.1%+5.6pp | 69.1%-2.5pp | 69.6%-2.9pp |
| Annual return | -8.97% | -1.85%-7.1pp | 32.53%-41.5pp | 7.63%-16.6pp |
| Employer contribution / active EE | $232 | $1,115-79.2% | $1,961-88.2% | $2,381-90.3% |
| Participant deferral / active EE | $1,322 | $2,302-42.6% | $3,108-57.5% | $3,470-61.9% |
| Admin fee / account holder | $837 | $4,221-80.2% | $5,059-83.5% | $4,887-82.9% |