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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 | $21,835 | $57,350-61.9% | $83,850-74.0% | $64,181-66.0% |
| Participation rate | 69.8% | 68.6%+1.2pp | 76.1%-6.3pp | 69.6%+0.2pp |
| Annual return | -23.49% | 11.38%-34.9pp | 850.92%-874.4pp | 7.63%-31.1pp |
| Employer contribution / active EE | $1,599 | $2,545-37.2% | $3,631-56.0% | $2,381-32.8% |
| Participant deferral / active EE | $7,754 | $2,993+159.1% | $4,082+90.0% | $3,470+123.5% |
| Admin fee / account holder | $3,350 | $4,046-17.2% | $5,478-38.8% | $4,887-31.5% |