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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 | $20,944 | $46,697-55.1% | $117,533-82.2% | $68,486-69.4% |
| Participation rate | 60.7% | 56.8%+3.9pp | 70.6%-9.9pp | 67.9%-7.2pp |
| Annual return | -27.88% | -14.52%-13.4pp | 29.77%-57.6pp | -7.85%-20.0pp |
| Employer contribution / active EE | $854 | $1,506-43.3% | $4,179-79.6% | $2,597-67.1% |
| Participant deferral / active EE | $2,007 | $2,637-23.9% | $4,072-50.7% | $4,028-50.2% |
| Admin fee / account holder | $354 | $4,023-91.2% | $5,647-93.7% | $5,404-93.4% |