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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 | $19,893 | $107,030-81.4% | $73,550-73.0% | $147,586-86.5% |
| Participation rate | 66.7% | 66.4%+0.3pp | 54.9%+11.7pp | 82.8%-16.2pp |
| Annual return | -14.08% | 38.25%-52.3pp | -15.16%+1.1pp | 578.59%-592.7pp |
| Employer contribution / active EE | $1,280 | $1,760-27.3% | $1,219+5.0% | $4,876-73.7% |
| Participant deferral / active EE | $6,520 | $2,458+165.2% | $1,804+261.4% | $5,439+19.9% |
| Admin fee / account holder | $5,025 | $3,055+64.5% | $2,320+116.6% | $10,886-53.8% |