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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 | $11,185 | $81,233-86.2% | $155,567-92.8% | $80,874-86.2% |
| Participation rate | 67.7% | 66.2%+1.5pp | 78.2%-10.5pp | 67.6%+0.1pp |
| Annual return | -10.53% | 33.33%-43.9pp | 64.74%-75.3pp | 35.62%-46.1pp |
| Employer contribution / active EE | $2,531 | $3,101-18.4% | $4,674-45.8% | $2,756-8.1% |
| Participant deferral / active EE | $2,326 | $3,452-32.6% | $5,628-58.7% | $4,297-45.9% |
| Admin fee / account holder | $1,376 | $7,998-82.8% | $15,916-91.4% | $6,935-80.2% |