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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 | $8,576 | $45,872-81.3% | $77,100-88.9% | $68,490-87.5% |
| Participation rate | 51.9% | 55.9%-4.1pp | 67.9%-16.1pp | 67.9%-16.0pp |
| Annual return | -36.38% | 1.73%-38.1pp | 42.35%-78.7pp | -7.85%-28.5pp |
| Employer contribution / active EE | $1,405 | $1,650-14.9% | $2,815-50.1% | $2,597-45.9% |
| Participant deferral / active EE | $3,083 | $2,963+4.0% | $4,430-30.4% | $4,028-23.5% |
| Admin fee / account holder | $369 | $3,041-87.9% | $5,443-93.2% | $5,403-93.2% |