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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 | $32,448 | $57,352-43.4% | $83,830-61.3% | $64,173-49.4% |
| Participation rate | 69.2% | 68.6%+0.6pp | 76.1%-6.9pp | 69.6%-0.3pp |
| Annual return | -8.77% | 11.38%-20.2pp | 850.97%-859.7pp | 7.63%-16.4pp |
| Employer contribution / active EE | $1,758 | $2,546-30.9% | $3,631-51.6% | $2,381-26.2% |
| Participant deferral / active EE | $3,102 | $2,993+3.6% | $4,082-24.0% | $3,470-10.6% |
| Admin fee / account holder | $411 | $4,046-89.8% | $5,479-92.5% | $4,887-91.6% |