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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 | $27,449 | $118,875-76.9% | $96,572-71.6% | $167,553-83.6% |
| Participation rate | 60.9% | 75.5%-14.6pp | 69.8%-9.0pp | 82.1%-21.2pp |
| Annual return | -0.30% | 50.50%-50.8pp | 37.79%-38.1pp | 478.89%-479.2pp |
| Employer contribution / active EE | $1,431 | $3,121-54.1% | $2,357-39.3% | $4,840-70.4% |
| Participant deferral / active EE | $3,331 | $4,617-27.9% | $3,850-13.5% | $6,343-47.5% |
| Admin fee / account holder | $1,084 | $8,070-86.6% | $6,183-82.5% | $12,316-91.2% |