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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 | $19,798 | $54,357-63.6% | $82,706-76.1% | $68,495-71.1% |
| Participation rate | 65.8% | 63.9%+1.9pp | 72.6%-6.7pp | 67.9%-2.1pp |
| Annual return | -20.63% | -13.67%-7.0pp | 701.76%-722.4pp | -7.84%-12.8pp |
| Employer contribution / active EE | $737 | $2,218-66.8% | $3,007-75.5% | $2,596-71.6% |
| Participant deferral / active EE | $2,537 | $3,246-21.8% | $4,394-42.2% | $4,028-37.0% |
| Admin fee / account holder | $2,591 | $4,396-41.1% | $5,329-51.4% | $5,403-52.0% |