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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 | $21,980 | $43,338-49.3% | $59,887-63.3% | $64,173-65.7% |
| Participation rate | 69.2% | 69.2%+0.1pp | 74.7%-5.5pp | 69.6%-0.3pp |
| Annual return | -8.29% | -1.55%-6.7pp | 3.46%-11.7pp | 7.63%-15.9pp |
| Employer contribution / active EE | $868 | $2,030-57.2% | $2,722-68.1% | $2,381-63.5% |
| Participant deferral / active EE | $4,682 | $2,547+83.8% | $3,402+37.6% | $3,470+34.9% |
| Admin fee / account holder | $5,315 | $3,007+76.7% | $3,591+48.0% | $4,887+8.7% |