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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 | $9,901 | $85,024-88.4% | $70,544-86.0% | $139,466-92.9% |
| Participation rate | 33.3% | 73.9%-40.6pp | 68.4%-35.0pp | 80.3%-47.0pp |
| Annual return | -18.50% | 30.39%-48.9pp | 32.79%-51.3pp | 373.66%-392.2pp |
| Employer contribution / active EE | $847 | $3,912-78.3% | $2,976-71.5% | $4,754-82.2% |
| Participant deferral / active EE | $1,071 | $5,891-81.8% | $4,568-76.6% | $6,712-84.0% |
| Admin fee / account holder | $6,674 | $8,928-25.3% | $6,427+3.8% | $11,409-41.5% |