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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 | $12,614 | $117,694-89.3% | $71,755-82.4% | $134,532-90.6% |
| Participation rate | 69.2% | 68.8%+0.4pp | 62.3%+6.9pp | 81.2%-12.0pp |
| Annual return | -21.54% | 25.33%-46.9pp | 9.09%-30.6pp | 418.27%-439.8pp |
| Employer contribution / active EE | $1,731 | $2,523-31.4% | $1,704+1.6% | $4,741-63.5% |
| Participant deferral / active EE | $2,000 | $3,753-46.7% | $2,656-24.7% | $6,401-68.8% |
| Admin fee / account holder | $458 | $6,374-92.8% | $3,972-88.5% | $11,429-96.0% |