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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 | $29,827 | $54,355-45.1% | $82,744-64.0% | $68,486-56.4% |
| Participation rate | 65.4% | 63.9%+1.5pp | 72.6%-7.2pp | 67.9%-2.5pp |
| Annual return | -21.52% | -13.67%-7.9pp | 702.22%-723.7pp | -7.85%-13.7pp |
| Employer contribution / active EE | $1,144 | $2,219-48.4% | $3,008-62.0% | $2,597-56.0% |
| Participant deferral / active EE | $4,371 | $3,246+34.6% | $4,395-0.5% | $4,028+8.5% |
| Admin fee / account holder | $3,551 | $4,397-19.2% | $5,325-33.3% | $5,404-34.3% |