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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 | $20,955 | $108,226-80.6% | $77,513-73.0% | $158,950-86.8% |
| Participation rate | 66.7% | 64.4%+2.2pp | 54.2%+12.5pp | 82.0%-15.3pp |
| Annual return | -1.45% | 31.67%-33.1pp | 54.81%-56.3pp | 302.91%-304.4pp |
| Employer contribution / active EE | $1,198 | $1,325-9.6% | $987+21.5% | $4,762-74.8% |
| Participant deferral / active EE | $3,340 | $2,456+36.0% | $1,861+79.5% | $5,983-44.2% |
| Admin fee / account holder | $4,634 | $3,710+24.9% | $2,859+62.1% | $11,248-58.8% |