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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 | $24,988 | $87,546-71.5% | $75,784-67.0% | $125,389-80.1% |
| Participation rate | 68.8% | 80.2%-11.4pp | 75.8%-7.1pp | 83.2%-14.4pp |
| Annual return | -4.94% | 13.49%-18.4pp | 9.68%-14.6pp | 282.24%-287.2pp |
| Employer contribution / active EE | $1,022 | $3,930-74.0% | $3,323-69.3% | $4,866-79.0% |
| Participant deferral / active EE | $3,663 | $4,230-13.4% | $3,652+0.3% | $5,352-31.5% |
| Admin fee / account holder | $1,154 | $6,503-82.3% | $5,300-78.2% | $9,541-87.9% |