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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 | $16,829 | $93,124-81.9% | $77,100-78.2% | $134,545-87.5% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.3pp | 81.2%-14.6pp |
| Annual return | -24.27% | 62.68%-86.9pp | 42.35%-66.6pp | 418.37%-442.6pp |
| Employer contribution / active EE | $1,543 | $3,421-54.9% | $2,815-45.2% | $4,742-67.5% |
| Participant deferral / active EE | $3,890 | $5,242-25.8% | $4,430-12.2% | $6,401-39.2% |
| Admin fee / account holder | $1,293 | $6,970-81.4% | $5,443-76.2% | $11,431-88.7% |