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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 | $25,758 | $46,697-44.8% | $117,529-78.1% | $68,490-62.4% |
| Participation rate | 58.2% | 56.8%+1.5pp | 70.6%-12.4pp | 67.9%-9.7pp |
| Annual return | -20.91% | -14.52%-6.4pp | 29.77%-50.7pp | -7.85%-13.1pp |
| Employer contribution / active EE | $923 | $1,506-38.7% | $4,179-77.9% | $2,597-64.5% |
| Participant deferral / active EE | $2,223 | $2,637-15.7% | $4,072-45.4% | $4,028-44.8% |
| Admin fee / account holder | $1,022 | $4,023-74.6% | $5,645-81.9% | $5,403-81.1% |