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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 | $21,452 | $77,816-72.4% | $123,552-82.6% | $64,173-66.6% |
| Participation rate | 61.1% | 74.7%-13.6pp | 82.3%-21.2pp | 69.6%-8.5pp |
| Annual return | -14.69% | 12.49%-27.2pp | 119.20%-133.9pp | 7.63%-22.3pp |
| Employer contribution / active EE | $2,383 | $3,014-20.9% | $4,628-48.5% | $2,381+0.1% |
| Participant deferral / active EE | $5,826 | $5,240+11.2% | $6,426-9.3% | $3,470+67.9% |
| Admin fee / account holder | $578 | $5,519-89.5% | $9,285-93.8% | $4,887-88.2% |