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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 | $22,610 | $82,314-72.5% | $68,808-67.1% | $134,532-83.2% |
| Participation rate | 69.2% | 75.1%-5.8pp | 69.0%+0.2pp | 81.2%-12.0pp |
| Annual return | -28.90% | -2.18%-26.7pp | -6.37%-22.5pp | 418.27%-447.2pp |
| Employer contribution / active EE | $1,381 | $3,301-58.2% | $2,656-48.0% | $4,741-70.9% |
| Participant deferral / active EE | $1,922 | $4,740-59.5% | $3,942-51.2% | $6,401-70.0% |
| Admin fee / account holder | $366 | $6,484-94.4% | $4,936-92.6% | $11,429-96.8% |