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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 | $27,928 | $138,076-79.8% | $123,553-77.4% | $135,380-79.4% |
| Participation rate | 54.5% | 84.7%-30.2pp | 82.3%-27.7pp | 82.6%-28.1pp |
| Annual return | -13.88% | 153.70%-167.6pp | 119.21%-133.1pp | 519.81%-533.7pp |
| Employer contribution / active EE | $1,222 | $5,152-76.3% | $4,628-73.6% | $4,779-74.4% |
| Participant deferral / active EE | $2,742 | $6,800-59.7% | $6,426-57.3% | $5,609-51.1% |
| Admin fee / account holder | $1,730 | $10,917-84.1% | $9,284-81.4% | $10,828-84.0% |