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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 | $16,620 | $73,848-77.5% | $143,799-88.4% | $68,486-75.7% |
| Participation rate | 65.9% | 66.7%-0.8pp | 80.3%-14.5pp | 67.9%-2.0pp |
| Annual return | -21.20% | 0.91%-22.1pp | -0.04%-21.2pp | -7.85%-13.3pp |
| Employer contribution / active EE | $1,482 | $3,184-53.5% | $4,952-70.1% | $2,597-42.9% |
| Participant deferral / active EE | $2,709 | $3,385-19.9% | $5,638-51.9% | $4,028-32.7% |
| Admin fee / account holder | $668 | $5,755-88.4% | $14,677-95.4% | $5,404-87.6% |