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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 | $14,640 | $75,832-80.7% | $147,617-90.1% | $59,633-75.4% |
| Participation rate | 69.0% | 71.6%-2.5pp | 84.6%-15.6pp | 68.7%+0.4pp |
| Annual return | -10.82% | 0.37%-11.2pp | 61.98%-72.8pp | 2041.45%-2052.3pp |
| Employer contribution / active EE | $1,015 | $3,485-70.9% | $5,564-81.8% | $2,203-53.9% |
| Participant deferral / active EE | $3,595 | $3,131+14.8% | $4,895-26.6% | $3,192+12.6% |
| Admin fee / account holder | $392 | $5,986-93.5% | $11,612-96.6% | $4,297-90.9% |