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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 | $29,578 | $82,674-64.2% | $125,381-76.4% | $68,486-56.8% |
| Participation rate | 40.0% | 75.1%-35.1pp | 82.4%-42.4pp | 67.9%-27.9pp |
| Annual return | -21.26% | -5.97%-15.3pp | 572.31%-593.6pp | -7.85%-13.4pp |
| Employer contribution / active EE | $908 | $3,382-73.1% | $4,815-81.1% | $2,597-65.0% |
| Participant deferral / active EE | $4,974 | $6,111-18.6% | $7,448-33.2% | $4,028+23.5% |
| Admin fee / account holder | $3,012 | $6,277-52.0% | $10,007-69.9% | $5,404-44.3% |