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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 | $12,361 | $45,872-73.1% | $77,081-84.0% | $68,495-82.0% |
| Participation rate | 63.3% | 55.9%+7.4pp | 67.9%-4.6pp | 67.9%-4.6pp |
| Annual return | -21.94% | 1.73%-23.7pp | 42.33%-64.3pp | -7.84%-14.1pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,813-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,271 | $2,963+10.4% | $4,428-26.1% | $4,028-18.8% |
| Admin fee / account holder | $306 | $3,041-90.0% | $5,427-94.4% | $5,403-94.3% |