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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 | $13,335 | $45,872-70.9% | $77,096-82.7% | $68,486-80.5% |
| Participation rate | 68.6% | 55.9%+12.6pp | 67.9%+0.6pp | 67.9%+0.7pp |
| Annual return | -21.72% | 1.73%-23.4pp | 42.35%-64.1pp | -7.85%-13.9pp |
| Employer contribution / active EE | $2,798 | $1,650+69.6% | $2,814-0.6% | $2,597+7.7% |
| Participant deferral / active EE | $2,804 | $2,963-5.4% | $4,429-36.7% | $4,028-30.4% |
| Admin fee / account holder | $1,872 | $3,041-38.5% | $5,428-65.5% | $5,404-65.4% |