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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 | $18,252 | $64,729-71.8% | $112,263-83.7% | $68,490-73.4% |
| Participation rate | 62.9% | 67.2%-4.3pp | 75.1%-12.2pp | 67.9%-5.0pp |
| Annual return | -21.66% | -11.40%-10.3pp | 27.49%-49.1pp | -7.85%-13.8pp |
| Employer contribution / active EE | $1,536 | $2,746-44.1% | $3,636-57.8% | $2,597-40.8% |
| Participant deferral / active EE | $4,237 | $3,566+18.8% | $4,729-10.4% | $4,028+5.2% |
| Admin fee / account holder | $837 | $5,222-84.0% | $6,410-86.9% | $5,403-84.5% |