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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 | $18,023 | $108,882-83.4% | $96,754-81.4% | $154,746-88.4% |
| Participation rate | 31.3% | 75.1%-43.8pp | 70.3%-39.0pp | 80.7%-49.5pp |
| Annual return | -5.16% | 98.39%-103.6pp | 82.04%-87.2pp | 172.34%-177.5pp |
| Employer contribution / active EE | $763 | $3,018-74.7% | $2,679-71.5% | $4,379-82.6% |
| Participant deferral / active EE | $1,250 | $5,323-76.5% | $4,758-73.7% | $6,730-81.4% |
| Admin fee / account holder | $3,078 | $10,200-69.8% | $8,905-65.4% | $14,365-78.6% |