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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 | $11,839 | $73,863-84.0% | $143,797-91.8% | $68,490-82.7% |
| Participation rate | 67.4% | 66.7%+0.8pp | 80.3%-12.9pp | 67.9%-0.5pp |
| Annual return | -22.85% | 0.91%-23.8pp | -0.04%-22.8pp | -7.85%-15.0pp |
| Employer contribution / active EE | $2,172 | $3,185-31.8% | $4,952-56.1% | $2,597-16.3% |
| Participant deferral / active EE | $4,205 | $3,385+24.2% | $5,638-25.4% | $4,028+4.4% |
| Admin fee / account holder | $435 | $5,756-92.4% | $14,679-97.0% | $5,403-91.9% |