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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 | $17,196 | $117,694-85.4% | $71,755-76.0% | $134,532-87.2% |
| Participation rate | 68.2% | 68.8%-0.7pp | 62.3%+5.9pp | 81.2%-13.0pp |
| Annual return | -26.06% | 25.33%-51.4pp | 9.09%-35.1pp | 418.27%-444.3pp |
| Employer contribution / active EE | $1,069 | $2,523-57.6% | $1,704-37.2% | $4,741-77.4% |
| Participant deferral / active EE | $3,526 | $3,753-6.1% | $2,656+32.8% | $6,401-44.9% |
| Admin fee / account holder | $587 | $6,374-90.8% | $3,972-85.2% | $11,429-94.9% |