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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 | $22,483 | $21,389+5.1% | - | $68,486-67.2% |
| Participation rate | 49.1% | 40.8%+8.3pp | - | 67.9%-18.8pp |
| Annual return | -18.59% | -15.84%-2.7pp | - | -7.85%-10.7pp |
| Employer contribution / active EE | $641 | $1,123-42.9% | - | $2,597-75.3% |
| Participant deferral / active EE | $2,129 | $1,547+37.6% | - | $4,028-47.1% |
| Admin fee / account holder | $1,950 | $2,251-13.4% | - | $5,404-63.9% |