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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 | $54,715 | $42,383+29.1% | $76,523-28.5% | $64,181-14.7% |
| Participation rate | 10.3% | 58.1%-47.9pp | 68.0%-57.7pp | 69.6%-59.3pp |
| Annual return | -9.54% | -16.54%+7.0pp | -0.27%-9.3pp | 7.63%-17.2pp |
| Employer contribution / active EE | $333 | $1,563-78.7% | $2,647-87.4% | $2,381-86.0% |
| Participant deferral / active EE | $1,447 | $2,566-43.6% | $3,835-62.3% | $3,470-58.3% |
| Admin fee / account holder | $402 | $3,198-87.4% | $4,848-91.7% | $4,887-91.8% |