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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 | $20,464 | $73,848-72.3% | $143,799-85.8% | $68,486-70.1% |
| Participation rate | 67.4% | 66.7%+0.7pp | 80.3%-12.9pp | 67.9%-0.5pp |
| Annual return | -21.61% | 0.91%-22.5pp | -0.04%-21.6pp | -7.85%-13.8pp |
| Employer contribution / active EE | $636 | $3,184-80.0% | $4,952-87.2% | $2,597-75.5% |
| Participant deferral / active EE | $1,426 | $3,385-57.9% | $5,638-74.7% | $4,028-64.6% |
| Admin fee / account holder | $2,616 | $5,755-54.6% | $14,677-82.2% | $5,404-51.6% |