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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 | $26,654 | $129,959-79.5% | $104,301-74.4% | $134,509-80.2% |
| Participation rate | 60.0% | 79.5%-19.5pp | 73.3%-13.3pp | 81.2%-21.2pp |
| Annual return | -22.55% | 42.04%-64.6pp | 24.61%-47.2pp | 418.13%-440.7pp |
| Employer contribution / active EE | $1,685 | $4,185-59.8% | $3,373-50.1% | $4,741-64.5% |
| Participant deferral / active EE | $1,932 | $5,589-65.4% | $4,626-58.2% | $6,400-69.8% |
| Admin fee / account holder | $10,359 | $9,325+11.1% | $7,340+41.1% | $11,427-9.3% |