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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 | $18,441 | $59,819-69.2% | $79,583-76.8% | $68,490-73.1% |
| Participation rate | 68.6% | 61.1%+7.5pp | 69.5%-0.9pp | 67.9%+0.7pp |
| Annual return | -21.03% | -12.30%-8.7pp | 0.16%-21.2pp | -7.85%-13.2pp |
| Employer contribution / active EE | $1,258 | $1,505-16.4% | $2,414-47.9% | $2,597-51.6% |
| Participant deferral / active EE | $2,599 | $3,025-14.1% | $3,986-34.8% | $4,028-35.5% |
| Admin fee / account holder | $2,088 | $4,835-56.8% | $6,835-69.5% | $5,403-61.4% |