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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 | $17,789 | $56,339-68.4% | $104,299-82.9% | $68,490-74.0% |
| Participation rate | 63.6% | 63.3%+0.4pp | 73.3%-9.6pp | 67.9%-4.3pp |
| Annual return | -30.30% | -9.19%-21.1pp | 24.62%-54.9pp | -7.85%-22.5pp |
| Employer contribution / active EE | $1,715 | $1,960-12.5% | $3,373-49.2% | $2,597-34.0% |
| Participant deferral / active EE | $1,445 | $3,077-53.1% | $4,626-68.8% | $4,028-64.1% |
| Admin fee / account holder | $2,402 | $4,902-51.0% | $7,339-67.3% | $5,403-55.6% |