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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 | $19,879 | $43,730-54.5% | $121,220-83.6% | $64,173-69.0% |
| Participation rate | 68.3% | 58.3%+10.0pp | 71.8%-3.4pp | 69.6%-1.2pp |
| Annual return | -8.74% | 68.94%-77.7pp | 16.94%-25.7pp | 7.63%-16.4pp |
| Employer contribution / active EE | $837 | $1,297-35.5% | $4,023-79.2% | $2,381-64.8% |
| Participant deferral / active EE | $2,608 | $2,281+14.4% | $3,345-22.0% | $3,470-24.8% |
| Admin fee / account holder | $2,521 | $3,502-28.0% | $5,021-49.8% | $4,887-48.4% |