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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 | $10,551 | $73,848-85.7% | $143,799-92.7% | $68,486-84.6% |
| Participation rate | 64.9% | 66.7%-1.8pp | 80.3%-15.5pp | 67.9%-3.0pp |
| Annual return | -39.28% | 0.91%-40.2pp | -0.04%-39.2pp | -7.85%-31.4pp |
| Employer contribution / active EE | $2,600 | $3,184-18.4% | $4,952-47.5% | $2,597+0.1% |
| Participant deferral / active EE | $3,793 | $3,385+12.1% | $5,638-32.7% | $4,028-5.8% |
| Admin fee / account holder | $385 | $5,755-93.3% | $14,677-97.4% | $5,404-92.9% |