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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 | $19,312 | $100,811-80.8% | $86,698-77.7% | $134,545-85.6% |
| Participation rate | 37.5% | 79.0%-41.5pp | 76.6%-39.1pp | 81.2%-43.7pp |
| Annual return | -28.38% | 29.11%-57.5pp | 35.96%-64.3pp | 418.37%-446.8pp |
| Employer contribution / active EE | $761 | $3,490-78.2% | $2,837-73.2% | $4,742-84.0% |
| Participant deferral / active EE | $5,025 | $5,339-5.9% | $4,656+7.9% | $6,401-21.5% |
| Admin fee / account holder | $1,176 | $10,926-89.2% | $7,492-84.3% | $11,431-89.7% |