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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 | $26,422 | $50,947-48.1% | $74,549-64.6% | $64,173-58.8% |
| Participation rate | 62.3% | 61.1%+1.2pp | 69.1%-6.9pp | 69.6%-7.3pp |
| Annual return | -8.17% | -1.85%-6.3pp | 32.53%-40.7pp | 7.63%-15.8pp |
| Employer contribution / active EE | $227 | $1,115-79.6% | $1,961-88.4% | $2,381-90.4% |
| Participant deferral / active EE | $1,653 | $2,302-28.2% | $3,108-46.8% | $3,470-52.3% |
| Admin fee / account holder | $631 | $4,221-85.1% | $5,059-87.5% | $4,887-87.1% |