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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 | $28,376 | $75,832-62.6% | $147,617-80.8% | $59,633-52.4% |
| Participation rate | 69.0% | 71.6%-2.6pp | 84.6%-15.7pp | 68.7%+0.3pp |
| Annual return | -5.34% | 0.37%-5.7pp | 61.98%-67.3pp | 2041.45%-2046.8pp |
| Employer contribution / active EE | $359 | $3,485-89.7% | $5,564-93.6% | $2,203-83.7% |
| Participant deferral / active EE | $2,187 | $3,131-30.1% | $4,895-55.3% | $3,192-31.5% |
| Admin fee / account holder | $476 | $5,986-92.1% | $11,612-95.9% | $4,297-88.9% |