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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 | $24,131 | $152,597-84.2% | $117,533-79.5% | $134,532-82.1% |
| Participation rate | 46.2% | 77.1%-31.0pp | 70.6%-24.4pp | 81.2%-35.1pp |
| Annual return | -26.58% | 53.04%-79.6pp | 29.77%-56.3pp | 418.27%-444.8pp |
| Employer contribution / active EE | $1,202 | $5,576-78.4% | $4,179-71.2% | $4,741-74.6% |
| Participant deferral / active EE | $1,726 | $4,821-64.2% | $4,072-57.6% | $6,401-73.0% |
| Admin fee / account holder | $322 | $7,007-95.4% | $5,647-94.3% | $11,429-97.2% |