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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 | $29,818 | $91,179-67.3% | $178,499-83.3% | $79,852-62.7% |
| Participation rate | 69.7% | 69.2%+0.5pp | 81.9%-12.2pp | 69.6%+0.1pp |
| Annual return | -2.36% | 24.19%-26.6pp | 151.10%-153.5pp | 31.72%-34.1pp |
| Employer contribution / active EE | $1,331 | $3,256-59.1% | $5,011-73.4% | $2,471-46.1% |
| Participant deferral / active EE | $2,384 | $3,236-26.3% | $5,202-54.2% | $3,740-36.3% |
| Admin fee / account holder | $4,359 | $6,749-35.4% | $13,986-68.8% | $5,306-17.8% |