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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 | $11,735 | $78,690-85.1% | $161,489-92.7% | $87,485-86.6% |
| Participation rate | 69.0% | 67.5%+1.5pp | 78.7%-9.7pp | 68.9%0pp |
| Annual return | -80.60% | 32.74%-113.3pp | 89.72%-170.3pp | 26.06%-106.7pp |
| Employer contribution / active EE | $1,269 | $2,588-51.0% | $4,268-70.3% | $2,596-51.1% |
| Participant deferral / active EE | $1,524 | $3,311-54.0% | $5,630-72.9% | $4,274-64.3% |
| Admin fee / account holder | $1,861 | $6,724-72.3% | $16,006-88.4% | $7,775-76.1% |