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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 | $28,307 | $134,001-78.9% | $112,258-74.8% | $134,509-79.0% |
| Participation rate | 58.8% | 78.6%-19.7pp | 75.1%-16.2pp | 81.2%-22.4pp |
| Annual return | -30.32% | 47.15%-77.5pp | 27.47%-57.8pp | 418.13%-448.5pp |
| Employer contribution / active EE | $1,421 | $4,039-64.8% | $3,636-60.9% | $4,741-70.0% |
| Participant deferral / active EE | $5,037 | $5,291-4.8% | $4,728+6.5% | $6,400-21.3% |
| Admin fee / account holder | $2,069 | $7,491-72.4% | $6,411-67.7% | $11,427-81.9% |