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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 | $26,775 | $95,979-72.1% | $74,551-64.1% | $135,380-80.2% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -10.67% | 56.97%-67.6pp | 32.53%-43.2pp | 519.81%-530.5pp |
| Employer contribution / active EE | $1,249 | $2,716-54.0% | $1,961-36.3% | $4,779-73.9% |
| Participant deferral / active EE | $1,249 | $3,844-67.5% | $3,108-59.8% | $5,609-77.7% |
| Admin fee / account holder | $414 | $6,522-93.7% | $5,059-91.8% | $10,828-96.2% |