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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 | $29,384 | $100,792-70.8% | $86,691-66.1% | $134,509-78.2% |
| Participation rate | 58.3% | 78.9%-20.6pp | 76.6%-18.3pp | 81.2%-22.9pp |
| Annual return | -20.95% | 29.08%-50.0pp | 35.94%-56.9pp | 418.13%-439.1pp |
| Employer contribution / active EE | $1,383 | $3,491-60.4% | $2,837-51.3% | $4,741-70.8% |
| Participant deferral / active EE | $3,649 | $5,339-31.7% | $4,656-21.6% | $6,400-43.0% |
| Admin fee / account holder | $464 | $10,924-95.7% | $7,492-93.8% | $11,427-95.9% |