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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 | $30,396 | $49,177-38.2% | $79,466-61.7% | $64,173-52.6% |
| Participation rate | 65.8% | 65.0%+0.8pp | 73.3%-7.6pp | 69.6%-3.8pp |
| Annual return | -8.11% | -1.16%-7.0pp | 718.28%-726.4pp | 7.63%-15.7pp |
| Employer contribution / active EE | $972 | $2,076-53.2% | $2,800-65.3% | $2,381-59.2% |
| Participant deferral / active EE | $1,918 | $2,821-32.0% | $3,704-48.2% | $3,470-44.7% |
| Admin fee / account holder | $690 | $3,839-82.0% | $5,104-86.5% | $4,887-85.9% |