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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 | $10,291 | $82,324-87.5% | $68,803-85.0% | $134,545-92.4% |
| Participation rate | 62.5% | 75.1%-12.6pp | 69.0%-6.5pp | 81.2%-18.7pp |
| Annual return | -21.36% | -2.17%-19.2pp | -6.37%-15.0pp | 418.37%-439.7pp |
| Employer contribution / active EE | $1,217 | $3,302-63.1% | $2,656-54.2% | $4,742-74.3% |
| Participant deferral / active EE | $1,564 | $4,740-67.0% | $3,942-60.3% | $6,401-75.6% |
| Admin fee / account holder | $3,072 | $6,485-52.6% | $4,936-37.8% | $11,431-73.1% |