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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 | $41,638 | $25,979+60.3% | $71,755-42.0% | $68,486-39.2% |
| Participation rate | 58.6% | 54.5%+4.1pp | 62.3%-3.7pp | 67.9%-9.3pp |
| Annual return | -20.48% | -15.10%-5.4pp | 9.09%-29.6pp | -7.85%-12.6pp |
| Employer contribution / active EE | $537 | $900-40.3% | $1,704-68.5% | $2,597-79.3% |
| Participant deferral / active EE | $1,477 | $1,522-2.9% | $2,656-44.4% | $4,028-63.3% |
| Admin fee / account holder | $509 | $2,022-74.8% | $3,972-87.2% | $5,404-90.6% |