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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 | $21,111 | $77,816-72.9% | $123,549-82.9% | $64,181-67.1% |
| Participation rate | 35.7% | 74.7%-39.0pp | 82.3%-46.6pp | 69.6%-33.9pp |
| Annual return | -12.66% | 12.49%-25.1pp | 119.20%-131.9pp | 7.63%-20.3pp |
| Employer contribution / active EE | $1,240 | $3,014-58.8% | $4,628-73.2% | $2,381-47.9% |
| Participant deferral / active EE | $3,666 | $5,240-30.0% | $6,426-43.0% | $3,470+5.7% |
| Admin fee / account holder | $4,904 | $5,519-11.1% | $9,284-47.2% | $4,887+0.3% |