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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 | $14,764 | $112,729-86.9% | $98,716-85.0% | $137,256-89.2% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | -4.96% | 38.48%-43.4pp | 31.81%-36.8pp | 220.34%-225.3pp |
| Employer contribution / active EE | $467 | $2,725-82.9% | $2,279-79.5% | $4,156-88.8% |
| Participant deferral / active EE | $1,933 | $4,640-58.3% | $4,048-52.2% | $6,407-69.8% |
| Admin fee / account holder | $2,387 | $10,129-76.4% | $8,703-72.6% | $12,270-80.6% |