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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 | $18,675 | $73,839-74.7% | $143,788-87.0% | $68,495-72.7% |
| Participation rate | 69.4% | 66.7%+2.7pp | 80.3%-10.9pp | 67.9%+1.5pp |
| Annual return | -19.88% | 1.01%-20.9pp | -0.03%-19.8pp | -7.84%-12.0pp |
| Employer contribution / active EE | $1,204 | $3,184-62.2% | $4,952-75.7% | $2,596-53.6% |
| Participant deferral / active EE | $1,893 | $3,384-44.1% | $5,638-66.4% | $4,028-53.0% |
| Admin fee / account holder | $2,622 | $5,755-54.4% | $14,675-82.1% | $5,403-51.5% |