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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 | $20,161 | $57,350-64.8% | $83,850-76.0% | $64,181-68.6% |
| Participation rate | 68.0% | 68.6%-0.6pp | 76.1%-8.1pp | 69.6%-1.6pp |
| Annual return | -9.44% | 11.38%-20.8pp | 850.92%-860.4pp | 7.63%-17.1pp |
| Employer contribution / active EE | $1,858 | $2,545-27.0% | $3,631-48.8% | $2,381-21.9% |
| Participant deferral / active EE | $4,173 | $2,993+39.4% | $4,082+2.2% | $3,470+20.3% |
| Admin fee / account holder | $2,106 | $4,046-47.9% | $5,478-61.6% | $4,887-56.9% |