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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 | $16,567 | $46,697-64.5% | $117,529-85.9% | $68,490-75.8% |
| Participation rate | 61.0% | 56.8%+4.2pp | 70.6%-9.6pp | 67.9%-6.9pp |
| Annual return | -19.33% | -14.52%-4.8pp | 29.77%-49.1pp | -7.85%-11.5pp |
| Employer contribution / active EE | $982 | $1,506-34.8% | $4,179-76.5% | $2,597-62.2% |
| Participant deferral / active EE | $1,112 | $2,637-57.8% | $4,072-72.7% | $4,028-72.4% |
| Admin fee / account holder | $543 | $4,023-86.5% | $5,645-90.4% | $5,403-90.0% |