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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 | $28,244 | $50,947-44.6% | $74,551-62.1% | $64,173-56.0% |
| Participation rate | 65.5% | 61.1%+4.4pp | 69.1%-3.7pp | 69.6%-4.1pp |
| Annual return | -14.41% | -1.85%-12.6pp | 32.53%-46.9pp | 7.63%-22.0pp |
| Employer contribution / active EE | $595 | $1,115-46.7% | $1,961-69.7% | $2,381-75.0% |
| Participant deferral / active EE | $3,271 | $2,302+42.1% | $3,108+5.2% | $3,470-5.7% |
| Admin fee / account holder | $1,935 | $4,221-54.2% | $5,059-61.8% | $4,887-60.4% |