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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 | $13,412 | $117,777-88.6% | $71,778-81.3% | $134,545-90.0% |
| Participation rate | 30.0% | 68.9%-38.9pp | 62.3%-32.3pp | 81.2%-51.2pp |
| Annual return | -24.95% | 25.46%-50.4pp | 9.15%-34.1pp | 418.37%-443.3pp |
| Employer contribution / active EE | $1,998 | $2,525-20.9% | $1,704+17.2% | $4,742-57.9% |
| Participant deferral / active EE | $3,210 | $3,756-14.5% | $2,656+20.8% | $6,401-49.9% |
| Admin fee / account holder | $2,703 | $6,379-57.6% | $3,974-32.0% | $11,431-76.4% |