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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 | $30,172 | $134,001-77.5% | $112,258-73.1% | $134,509-77.6% |
| Participation rate | 54.5% | 78.6%-24.0pp | 75.1%-20.5pp | 81.2%-26.7pp |
| Annual return | -21.77% | 47.15%-68.9pp | 27.47%-49.2pp | 418.13%-439.9pp |
| Employer contribution / active EE | $2,789 | $4,039-31.0% | $3,636-23.3% | $4,741-41.2% |
| Participant deferral / active EE | $3,779 | $5,291-28.6% | $4,728-20.1% | $6,400-41.0% |
| Admin fee / account holder | $3,843 | $7,491-48.7% | $6,411-40.1% | $11,427-66.4% |