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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 | $18,464 | $68,996-73.2% | $159,991-88.5% | $68,495-73.0% |
| Participation rate | 60.6% | 65.4%-4.8pp | 78.0%-17.4pp | 67.9%-7.3pp |
| Annual return | -20.03% | -9.65%-10.4pp | 408.82%-428.8pp | -7.84%-12.2pp |
| Employer contribution / active EE | $1,156 | $2,212-47.8% | $4,225-72.6% | $2,596-55.5% |
| Participant deferral / active EE | $1,482 | $4,211-64.8% | $6,183-76.0% | $4,028-63.2% |
| Admin fee / account holder | $2,646 | $4,797-44.8% | $8,715-69.6% | $5,403-51.0% |