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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 | $76,407-84.6% | $150,298-92.2% | $82,448-85.8% |
| Participation rate | 69.0% | 66.4%+2.6pp | 77.8%-8.8pp | 68.1%+0.9pp |
| Annual return | -80.60% | 39.99%-120.6pp | 62.79%-143.4pp | 41.64%-122.2pp |
| Employer contribution / active EE | $1,269 | $2,614-51.5% | $4,154-69.5% | $2,551-50.3% |
| Participant deferral / active EE | $1,524 | $3,214-52.6% | $5,453-72.0% | $4,139-63.2% |
| Admin fee / account holder | $1,861 | $6,352-70.7% | $14,116-86.8% | $7,234-74.3% |