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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 | $18,845 | $78,015-75.8% | $178,505-89.4% | $80,959-76.7% |
| Participation rate | 67.9% | 65.7%+2.2pp | 77.1%-9.3pp | 67.7%+0.2pp |
| Annual return | -24.56% | 18.10%-42.7pp | 27.16%-51.7pp | 35.67%-60.2pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,123 | $4,406-51.8% | $6,280-66.2% | $4,300-50.6% |
| Admin fee / account holder | $6,238 | $7,160-12.9% | $10,428-40.2% | $6,925-9.9% |