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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 | $25,821 | $67,411-61.7% | $91,004-71.6% | $70,126-63.2% |
| Participation rate | 50.0% | 71.4%-21.4pp | 75.6%-25.6pp | 69.5%-19.5pp |
| Annual return | 9.42% | -40.16%+49.6pp | 4.60%+4.8pp | 73.15%-63.7pp |
| Employer contribution / active EE | $620 | $1,786-65.3% | $2,456-74.8% | $2,343-73.5% |
| Participant deferral / active EE | $2,253 | $2,823-20.2% | $3,548-36.5% | $3,332-32.4% |
| Admin fee / account holder | $13,709 | $4,236+223.6% | $5,417+153.1% | $4,645+195.1% |