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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 | $25,246 | $75,959-66.8% | $154,114-83.6% | $64,181-60.7% |
| Participation rate | 57.9% | 70.4%-12.5pp | 83.0%-25.1pp | 69.6%-11.7pp |
| Annual return | -10.92% | 30.32%-41.2pp | 735.16%-746.1pp | 7.63%-18.6pp |
| Employer contribution / active EE | $1,903 | $3,350-43.2% | $5,298-64.1% | $2,381-20.1% |
| Participant deferral / active EE | $2,389 | $3,175-24.7% | $5,081-53.0% | $3,470-31.1% |
| Admin fee / account holder | $788 | $5,589-85.9% | $13,411-94.1% | $4,887-83.9% |