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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 | $20,024 | $50,947-60.7% | $74,549-73.1% | $64,173-68.8% |
| Participation rate | 60.9% | 61.1%-0.2pp | 69.1%-8.3pp | 69.6%-8.7pp |
| Annual return | -10.66% | -1.85%-8.8pp | 32.53%-43.2pp | 7.63%-18.3pp |
| Employer contribution / active EE | $821 | $1,115-26.4% | $1,961-58.1% | $2,381-65.5% |
| Participant deferral / active EE | $2,778 | $2,302+20.7% | $3,108-10.6% | $3,470-19.9% |
| Admin fee / account holder | $1,896 | $4,221-55.1% | $5,059-62.5% | $4,887-61.2% |