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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 | $22,417 | $69,012-67.5% | $160,037-86.0% | $68,490-67.3% |
| Participation rate | 65.7% | 65.4%+0.3pp | 78.0%-12.3pp | 67.9%-2.2pp |
| Annual return | -19.48% | -9.65%-9.8pp | 408.95%-428.4pp | -7.85%-11.6pp |
| Employer contribution / active EE | $1,126 | $2,212-49.1% | $4,226-73.3% | $2,597-56.6% |
| Participant deferral / active EE | $2,656 | $4,212-36.9% | $6,184-57.1% | $4,028-34.1% |
| Admin fee / account holder | $3,598 | $4,798-25.0% | $8,716-58.7% | $5,403-33.4% |