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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 | $21,212 | $52,519-59.6% | $155,789-86.4% | $59,633-64.4% |
| Participation rate | 62.7% | 61.7%+1.0pp | 76.1%-13.4pp | 68.7%-6.0pp |
| Annual return | -3.60% | 53.51%-57.1pp | 71.54%-75.1pp | 2041.40%-2045.0pp |
| Employer contribution / active EE | $1,362 | $1,589-14.3% | $3,839-64.5% | $2,203-38.1% |
| Participant deferral / active EE | $1,994 | $3,084-35.3% | $4,798-58.4% | $3,192-37.5% |
| Admin fee / account holder | $654 | $3,540-81.5% | $7,477-91.3% | $4,297-84.8% |