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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 | $27,560 | $77,816-64.6% | $123,552-77.7% | $64,173-57.1% |
| Participation rate | 52.0% | 74.7%-22.7pp | 82.3%-30.3pp | 69.6%-17.6pp |
| Annual return | -12.04% | 12.49%-24.5pp | 119.20%-131.2pp | 7.63%-19.7pp |
| Employer contribution / active EE | $1,614 | $3,014-46.4% | $4,628-65.1% | $2,381-32.2% |
| Participant deferral / active EE | $3,918 | $5,240-25.2% | $6,426-39.0% | $3,470+12.9% |
| Admin fee / account holder | $1,403 | $5,519-74.6% | $9,285-84.9% | $4,887-71.3% |