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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 | $16,705 | $49,897-66.5% | $80,648-79.3% | $75,177-77.8% |
| Participation rate | 59.3% | 55.3%+3.9pp | 67.0%-7.8pp | 67.2%-7.9pp |
| Annual return | -8.55% | 34.68%-43.2pp | 937.21%-945.8pp | 160.75%-169.3pp |
| Employer contribution / active EE | $1,762 | $1,699+3.7% | $2,724-35.3% | $2,671-34.0% |
| Participant deferral / active EE | $2,849 | $2,992-4.8% | $4,443-35.9% | $4,126-31.0% |
| Admin fee / account holder | $2,912 | $3,579-18.6% | $5,382-45.9% | $5,651-48.5% |