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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 | $21,236 | $56,484-62.4% | $169,452-87.5% | $64,173-66.9% |
| Participation rate | 69.6% | 64.5%+5.0pp | 77.8%-8.2pp | 69.6%0pp |
| Annual return | -8.62% | -1.55%-7.1pp | 1.83%-10.4pp | 7.63%-16.3pp |
| Employer contribution / active EE | $348 | $1,832-81.0% | $4,157-91.6% | $2,381-85.4% |
| Participant deferral / active EE | $1,589 | $3,448-53.9% | $5,277-69.9% | $3,470-54.2% |
| Admin fee / account holder | $449 | $4,174-89.2% | $9,110-95.1% | $4,887-90.8% |