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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 | $81,358-86.3% | $155,556-92.8% | $80,959-86.2% |
| Participation rate | 67.7% | 66.3%+1.5pp | 78.2%-10.5pp | 67.7%+0.1pp |
| Annual return | -10.53% | 33.39%-43.9pp | 64.84%-75.4pp | 35.67%-46.2pp |
| Employer contribution / active EE | $2,531 | $3,106-18.5% | $4,675-45.9% | $2,757-8.2% |
| Participant deferral / active EE | $2,326 | $3,455-32.7% | $5,631-58.7% | $4,300-45.9% |
| Admin fee / account holder | $1,376 | $7,994-82.8% | $15,885-91.3% | $6,925-80.1% |