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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 | $25,210 | $52,836-52.3% | $105,736-76.2% | $64,173-60.7% |
| Participation rate | 41.8% | 66.5%-24.7pp | 76.3%-34.5pp | 69.6%-27.8pp |
| Annual return | -9.11% | 14.30%-23.4pp | 6.27%-15.4pp | 7.63%-16.7pp |
| Employer contribution / active EE | $907 | $1,827-50.4% | $3,268-72.2% | $2,381-61.9% |
| Participant deferral / active EE | $2,163 | $2,545-15.0% | $4,080-47.0% | $3,470-37.7% |
| Admin fee / account holder | $5,167 | $3,959+30.5% | $6,913-25.3% | $4,887+5.7% |